Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.15%
−1.07%
6 Months
−3.43%
1.78%
1 Year
−2.53%
5.40%
3 Years
—
8.85%
5 Years
—
—
Since Inception
−8.11%
10.06%
Fund Age
1 yr 10 mo
3 yrs 2 mo
AUM
₹21.08 Cr
₹6 Cr
Alpha – 1 Year
−7.25%
0.68%
Alpha – 3 Years
—
−3.24%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
13.73%
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
0.74
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.50
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−10.00%
−18.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
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—
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% / – / –
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