Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs HDFC - All Cap Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
HDFC - All Cap Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.15%
−1.12%
6 Months
−3.43%
−0.35%
1 Year
−2.53%
−1.07%
3 Years
—
9.62%
5 Years
—
—
Since Inception
−8.11%
13.16%
Fund Age
1 yr 10 mo
4 yrs 2 mo
AUM
₹21.08 Cr
₹52.82 Cr
Alpha – 1 Year
−7.25%
−5.79%
Alpha – 3 Years
—
−2.47%
Information Ratio – 3 Years
—
-0.56
Volatility – 1 Year
13.73%
17.26%
Volatility – 3 Years
—
15.97%
Beta – 1 Year
0.74
0.98
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.50
-0.29
Sharpe Ratio – 3 Years
—
0.28
Worst Rolling Year
—
9.59%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−10.00%
−18.05%
Recovery Period
Not yet recovered
131 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.96%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%