Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Angel One -Ionic PIPE Strategy
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Angel One -Ionic PIPE Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.25%
0.31%
6 Months
12.26%
−2.04%
1 Year
7.30%
−0.53%
3 Years
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—
5 Years
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—
Since Inception
−4.78%
0.16%
Fund Age
1 yr 10 mo
18 mo
AUM
₹1.85 Cr
₹43.74 Cr
Alpha – 1 Year
2.58%
−3.51%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
34.80%
21.70%
Volatility – 3 Years
—
—
Beta – 1 Year
1.70
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
-0.17
Sharpe Ratio – 3 Years
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—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.66%
−18.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 36% · M 15% · S 46%
Number of Stocks
—
19
Portfolio P/E
—
9.63
Top 5 Holdings
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PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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