Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs Dynamic Equities-Bluechip
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
Dynamic Equities-Bluechip
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−3.15%
7.20%
6 Months
−3.43%
17.44%
1 Year
−2.53%
18.10%
3 Years
—
—
5 Years
—
—
Since Inception
−8.11%
21.12%
Fund Age
1 yr 10 mo
2 yrs 5 mo
AUM
₹21.08 Cr
₹83.78 Cr
Alpha – 1 Year
−7.25%
18.45%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.73%
19.94%
Volatility – 3 Years
—
—
Beta – 1 Year
0.74
0.87
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.50
0.66
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.00%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
24
Portfolio P/E
—
53.08
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—