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AMETRA - FACTORALPHA SMALLCAP PMS vs EquiPoise Emerging Stars

AMETRA - FACTORALPHA SMALLCAP PMS

EquiPoise Emerging Stars

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Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

EquiPoise Emerging Stars

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA SMALLCAP PMS

7.3% • vol 34.8%

EquiPoise Emerging Stars

13.3% • vol 24%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.25%

5.56%

6 Months

12.26%

15.23%

1 Year

7.30%

13.25%

3 Years

—

5 Years

—

Since Inception

−4.78%

0.69%

Fund Age

1 yr 10 mo

19 mo

AUM

₹1.85 Cr

₹9.38 Cr

Alpha – 1 Year

2.58%

8.53%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.80%

23.97%

Volatility – 3 Years

—

Beta – 1 Year

1.70

1.23

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.20

0.41

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−23.66%

−19.23%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

3% / 2% / 1%

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