Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Avestha - Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
0.64%
6 Months
12.26%
21.51%
1 Year
7.30%
15.87%
3 Years
—
14.38%
5 Years
—
17.96%
Since Inception
−4.78%
16.82%
Fund Age
1 yr 10 mo
8 yrs 9 mo
AUM
₹1.85 Cr
₹1,503.25 Cr
Alpha – 1 Year
2.58%
11.15%
Alpha – 3 Years
—
2.29%
Information Ratio – 3 Years
—
0.39
Volatility – 1 Year
34.80%
27.51%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
1.70
1.48
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.20
0.47
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
1.64%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−23.66%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 19% · S 67%
Number of Stocks
—
17
Portfolio P/E
—
—
Top 5 Holdings
—
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%