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AMETRA - FACTORALPHA SMALLCAP PMS vs ICICI Prudential PMS Emerging Leaders Strategy

AMETRA - FACTORALPHA SMALLCAP PMS

ICICI Prudential PMS Emerging Leaders Strategy

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Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

ICICI Prudential PMS Emerging Leaders Strategy

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA SMALLCAP PMS

7.3% • vol 34.8%

ICICI Prudential PMS Emerging Leaders Strategy

12.1% • vol 16%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.25%

1.66%

6 Months

12.26%

4.68%

1 Year

7.30%

12.13%

3 Years

—

5 Years

—

Since Inception

−4.78%

10.02%

Fund Age

1 yr 10 mo

2 yrs 6 mo

AUM

₹1.85 Cr

₹267.19 Cr

Alpha – 1 Year

2.58%

7.41%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.80%

16.03%

Volatility – 3 Years

—

Beta – 1 Year

1.70

0.91

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.20

0.46

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−23.66%

−11.86%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 3% · M 61% · S 32%

Number of Stocks

—

Portfolio P/E

—

28.06

Top 5 Holdings

—

FSN E-Commerce Ventures Ltd · 5.29%

Jindal Stainless Ltd · 4.78%

Jindal Steel Ltd · 3.99%

Sarda Energy & Minerals Ltd · 3.59%

National Aluminium Company Ltd · 3.54%

Top Sectors

—

Fixed Fee

2.00% / yr

2.25% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

1% / 0% / 0%

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