Portfolio Management Services (PMS)Compare Schemes
AMETRA -FACTORCORE PMS vs BB Micro To Mega
Add SchemeGrowth of ₹1 Crore
AMETRA -FACTORCORE PMS
BB Micro To Mega
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.30%
−0.50%
6 Months
−0.17%
10.26%
1 Year
14.07%
20.10%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
21.53%
Fund Age
12 mo
18 mo
AUM
₹1.06 Cr
₹79.16 Cr
Alpha – 1 Year
9.35%
17.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.45%
19.38%
Volatility – 3 Years
—
—
Beta – 1 Year
0.73
0.85
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.59
0.76
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.29%
−14.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 8% · M 7% · S 61%
Number of Stocks
—
66
Portfolio P/E
—
52.54
Top 5 Holdings
—
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Top Sectors
—
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%