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AMETRA - FACTORALPHA SMALLCAP PMS vs Vallum Multi Activa Strategy

AMETRA - FACTORALPHA SMALLCAP PMS

Vallum Multi Activa Strategy

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Growth of ₹1 Crore

AMETRA - FACTORALPHA SMALLCAP PMS

Vallum Multi Activa Strategy

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA SMALLCAP PMS

7.3% • vol 34.8%

Vallum Multi Activa Strategy

28.3% • vol 13.8%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.25%

1.82%

6 Months

12.26%

3.61%

1 Year

7.30%

28.29%

3 Years

—

5 Years

—

Since Inception

−4.78%

23.99%

Fund Age

1 yr 10 mo

19 mo

AUM

₹1.85 Cr

₹14.97 Cr

Alpha – 1 Year

2.58%

20.75%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.80%

13.84%

Volatility – 3 Years

—

Beta – 1 Year

1.70

0.77

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.20

1.50

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−23.66%

−7.02%

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% / – / –

—

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