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AMETRA - FACTORALPHA PMS vs TRADESWIFT BROKING-MULTI ASSET

AMETRA - FACTORALPHA PMS

TRADESWIFT BROKING-MULTI ASSET

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Growth of ₹1 Crore

AMETRA - FACTORALPHA PMS

TRADESWIFT BROKING-MULTI ASSET

Return for the risk

1 yr return

-10%

-5%

10%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA PMS

-2.5% • vol 13.7%

TRADESWIFT BROKING-MULTI ASSET

5.9% • vol 21.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−3.15%

0.77%

6 Months

−3.43%

11.30%

1 Year

−2.53%

5.88%

3 Years

—

5 Years

—

Since Inception

−8.11%

10.85%

Fund Age

1 yr 10 mo

2 yrs 5 mo

AUM

₹21.08 Cr

₹45.96 Cr

Alpha – 1 Year

−7.25%

−0.98%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

13.73%

21.88%

Volatility – 3 Years

—

Beta – 1 Year

0.74

2.00

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.50

0.12

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−10.00%

−19.87%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 12% · M 4% · S 66%

Number of Stocks

—

Portfolio P/E

—

23.43

Top 5 Holdings

—

Cash & Cash Equivalent · 6.10%

BHARAT Bond ETF - April 2030 · 4.84%

Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%

Bharti Airtel Ltd · 3.97%

IRB InvIT Fund · 3.91%

Top Sectors

—

Capital Goods · 19.09%

Financial Services · 11.34%

Healthcare · 8.87%

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

2% / 1.5% / 1%

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