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AMETRA - FACTORALPHA PMS vs Prabhudas Lilladher - Trinity

AMETRA - FACTORALPHA PMS

Prabhudas Lilladher - Trinity

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Growth of ₹1 Crore

AMETRA - FACTORALPHA PMS

Prabhudas Lilladher - Trinity

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%

10.07%

6 Months

−3.43%

—

1 Year

−2.53%

—

3 Years

—

5 Years

—

Since Inception

−8.11%

10.03%

Fund Age

1 yr 10 mo

1 mo

AUM

₹21.08 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

—

L 33% · M 14% · S 52%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Jayaswal Neco Industries Ltd · 7.16%

KIOCL Ltd · 6.81%

Hindustan Copper Ltd · 6.56%

IRM Energy Ltd · 5.73%

JSW Steel Ltd · 4.96%

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

3% / 2% / 1%

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