Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORINCOME PMS vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORINCOME PMS
BB Bluechip
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.8%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.10%
3.28%
6 Months
−0.94%
16.54%
1 Year
9.87%
15.86%
3 Years
—
—
5 Years
—
—
Since Inception
5.98%
29.22%
Fund Age
1 yr 10 mo
17 mo
AUM
₹18.36 Cr
₹12.45 Cr
Alpha – 1 Year
3.02%
12.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
6.77%
23.63%
Volatility – 3 Years
—
—
Beta – 1 Year
0.61
1.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.65
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−90.18%
−13.85%
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 53% · M 1% · S 36%
Number of Stocks
—
16
Portfolio P/E
—
18.79
Top 5 Holdings
—
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
—
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%