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AMETRA - FACTORALPHA PMS vs Crest Value Fund

AMETRA - FACTORALPHA PMS

Crest Value Fund

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Growth of ₹1 Crore

AMETRA - FACTORALPHA PMS

Crest Value Fund

Return for the risk

1 yr return

-10%

-5%

10%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA PMS

-2.5% • vol 13.7%

10%

20%

Volatility • 1 yr deviation

1 Month

−3.15%

4.67%

6 Months

−3.43%

17.33%

1 Year

−2.53%

—

3 Years

—

5 Years

—

Since Inception

−8.11%

9.51%

Fund Age

1 yr 10 mo

9 mo

AUM

₹21.08 Cr

₹19.46 Cr

Alpha – 1 Year

−7.25%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

13.73%

—

Volatility – 3 Years

—

Beta – 1 Year

0.74

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.50

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−10.00%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 3% · S 86%

Number of Stocks

—

Portfolio P/E

—

46.51

Top 5 Holdings

—

HBL Engineering Ltd · 4.62%

Narayana Hrudayalaya Ltd · 4.06%

Privi Speciality Chemicals Ltd · 3.86%

Shilpa Medicare Ltd · 3.81%

Yatharth Hospital & Trauma Care Services Ltd · 3.66%

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

0% / 0% / 0%

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