Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.25%
1.20%
6 Months
12.26%
13.72%
1 Year
7.30%
3.07%
3 Years
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—
5 Years
—
—
Since Inception
−4.78%
−0.94%
Fund Age
1 yr 10 mo
14 mo
AUM
₹1.85 Cr
₹136.71 Cr
Alpha – 1 Year
2.58%
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
34.80%
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
1.70
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.66%
−22.05%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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M 20% · S 80%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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