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AMETRA -FACTORCORE PMS vs FIRST--Moderate strategy

AMETRA -FACTORCORE PMS

FIRST--Moderate strategy

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Growth of ₹1 Crore

AMETRA -FACTORCORE PMS

FIRST--Moderate strategy

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

AMETRA -FACTORCORE PMS

14.1% • vol 15.4%

FIRST--Moderate strategy

8.7% • vol 0.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.30%

0.61%

6 Months

−0.17%

4.10%

1 Year

14.07%

8.70%

3 Years

—

5 Years

—

Since Inception

13.81%

9.63%

Fund Age

12 mo

2 yrs 4 mo

AUM

₹1.06 Cr

₹98.62 Cr

Alpha – 1 Year

9.35%

3.50%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.45%

0.83%

Volatility – 3 Years

—

Beta – 1 Year

0.73

0.26

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.59

3.58

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−14.29%

—

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

0.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

2% / 1% / –

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