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AMETRA - FACTORALPHA SMALLCAP PMS vs Citrus -Sector Leaders Fund

AMETRA - FACTORALPHA SMALLCAP PMS

Citrus -Sector Leaders Fund

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Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

Citrus -Sector Leaders 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%

2.91%

6 Months

12.26%

4.40%

1 Year

7.30%

7.01%

3 Years

—

10.97%

5 Years

—

Since Inception

−4.78%

10.85%

Fund Age

1 yr 10 mo

3 yrs

AUM

₹1.85 Cr

₹47.29 Cr

Alpha – 1 Year

2.58%

7.36%

Alpha – 3 Years

—

1.97%

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 76% · M 4% · S 18%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

ICICI Bank Ltd · 5.98%

Reliance Industries Ltd · 4.48%

HDFC Bank Ltd · 4.10%

Shilpa Medicare Ltd · 4.06%

Bank of Baroda · 3.98%

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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