Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORCAPRO PMS vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORCAPRO PMS
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
3.22%
6 Months
2.55%
21.55%
1 Year
6.26%
12.76%
3 Years
—
17.77%
5 Years
—
17.56%
Since Inception
5.96%
17.72%
Fund Age
13 mo
6 yrs 8 mo
AUM
₹5.9 Cr
₹42.03 Cr
Alpha – 1 Year
−0.59%
8.04%
Alpha – 3 Years
—
5.68%
Information Ratio – 3 Years
—
0.47
Volatility – 1 Year
1.59%
28.82%
Volatility – 3 Years
—
20.90%
Beta – 1 Year
0.14
1.51
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.60
0.37
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
11.09%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−89.97%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%