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AMETRA - FACTORALPHA SMALLCAP PMS vs Citrus -Index plus Fund

AMETRA - FACTORALPHA SMALLCAP PMS

Citrus -Index plus Fund

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Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

Citrus -Index plus Fund

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%

0.83%

6 Months

12.26%

1.03%

1 Year

7.30%

5.08%

3 Years

—

5 Years

—

Since Inception

−4.78%

2.08%

Fund Age

1 yr 10 mo

2 yrs 3 mo

AUM

₹1.85 Cr

₹2.33 Cr

Alpha – 1 Year

2.58%

5.43%

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 55% · M 24% · S 14%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Nippon India ETF Nifty 50 BeES · 35.21%

Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%

Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%

Nippon India ETF Nifty IT · 6.11%

ICICI Pru Nifty Healthcare ETF · 5.17%

Top Sectors

—

Fixed Fee

2.00% / yr

1.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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