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AMETRA - FACTORINCOME PMS vs FIRST--Conservative strategy

AMETRA - FACTORINCOME PMS

FIRST--Conservative strategy

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Growth of ₹1 Crore

AMETRA - FACTORINCOME PMS

FIRST--Conservative strategy

Return for the risk

1 yr return

10%

15%

Nifty 500 · 6.8%

AMETRA - FACTORINCOME PMS

9.9% • vol 6.8%

FIRST--Conservative strategy

7.9% • vol 1%

10%

20%

Volatility • 1 yr deviation

1 Month

0.10%

0.40%

6 Months

−0.94%

3.69%

1 Year

9.87%

7.91%

3 Years

—

5 Years

—

Since Inception

5.98%

8.72%

Fund Age

1 yr 10 mo

2 yrs 2 mo

AUM

₹18.36 Cr

₹14.07 Cr

Alpha – 1 Year

3.02%

2.71%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

6.77%

1.00%

Volatility – 3 Years

—

Beta – 1 Year

0.61

0.34

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.65

2.29

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−90.18%

—

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

2.00% / yr

0.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

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