Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.25%
−1.22%
6 Months
12.26%
5.87%
1 Year
7.30%
2.35%
3 Years
—
13.67%
5 Years
—
15.58%
Since Inception
−4.78%
16.64%
Fund Age
1 yr 10 mo
5 yrs 6 mo
AUM
₹1.85 Cr
₹756.71 Cr
Alpha – 1 Year
2.58%
−0.63%
Alpha – 3 Years
—
1.78%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
34.80%
15.74%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
1.70
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.20
-0.13
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
13.38%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−23.66%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 8% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
34.08
Top 5 Holdings
—
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%