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AMETRA -FACTORCORE PMS vs ProfitGate Classic Compounders Equity Strategy

AMETRA -FACTORCORE PMS

ProfitGate Classic Compounders Equity Strategy

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Growth of ₹1 Crore

AMETRA -FACTORCORE PMS

ProfitGate Classic Compounders Equity Strategy

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

AMETRA -FACTORCORE PMS

14.1% • vol 15.4%

ProfitGate Classic Compounders Equity Strategy

10.8% • vol 21.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.30%

6.18%

6 Months

−0.17%

11.87%

1 Year

14.07%

10.80%

3 Years

—

5 Years

—

Since Inception

13.81%

15.20%

Fund Age

12 mo

3 yrs

AUM

₹1.06 Cr

₹683.44 Cr

Alpha – 1 Year

9.35%

6.08%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.45%

21.88%

Volatility – 3 Years

—

Beta – 1 Year

0.73

1.09

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.59

0.33

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

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

3% / 2% / 1%

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