Portfolio Management Services (PMS)Compare Schemes
AMETRA -FACTORCORE PMS vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
AMETRA -FACTORCORE PMS
Master Trust India Growth Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
5.45%
6 Months
−0.17%
16.85%
1 Year
14.07%
9.30%
3 Years
—
14.05%
5 Years
—
14.30%
Since Inception
13.81%
24.29%
Fund Age
12 mo
14 yrs 10 mo
AUM
₹1.06 Cr
₹372.24 Cr
Alpha – 1 Year
9.35%
4.58%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
15.45%
21.18%
Volatility – 3 Years
—
20.18%
Beta – 1 Year
0.73
1.04
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.59
0.27
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−14.29%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
0.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1.5% / 0.5%