Compare Schemes

AMETRA - FACTORALPHA SMALLCAP PMS vs Ayan-PriceBridge Crescendo

AMETRA - FACTORALPHA SMALLCAP PMS

Ayan-PriceBridge Crescendo

Add Scheme

Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

Ayan-PriceBridge Crescendo

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA SMALLCAP PMS

7.3% • vol 34.8%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.25%

0.44%

6 Months

12.26%

4.18%

1 Year

7.30%

—

3 Years

—

5 Years

—

Since Inception

−4.78%

2.71%

Fund Age

1 yr 10 mo

7 mo

AUM

₹1.85 Cr

₹2.64 Cr

Alpha – 1 Year

2.58%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.80%

—

Volatility – 3 Years

—

Beta – 1 Year

1.70

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.20

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−23.66%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 51% · M 44% · S 1%

Number of Stocks

—

Portfolio P/E

—

41.79

Top 5 Holdings

—

Laurus Labs Ltd · 5.78%

Federal Bank Ltd · 5.27%

Radico Khaitan Ltd · 5.25%

Adani Energy Solutions Ltd · 5.03%

Bharat Heavy Electricals Ltd · 5.02%

Top Sectors

—

Financial Services · 28.65%

Capital Goods · 22.89%

Metals & Mining · 14.53%

Fixed Fee

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

0% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.