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Amrit Kaal Opportunities Fund vs Pluswealth Assets LLP

Amrit Kaal Opportunities Fund

Pluswealth Assets LLP

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Growth of ₹1 Crore

Amrit Kaal Opportunities Fund

Pluswealth Assets LLP

Return for the risk

3 yrs return

10%

15%

20%

Pluswealth Assets LLP

12.1% • vol 5.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

2.89%

0.86%

6 Months

19.02%

2.99%

1 Year

11.38%

7.80%

3 Years

—

12.12%

5 Years

—

Since Inception

13.12%

15.22%

Fund Age

2 yrs 2 mo

9 mo

AUM

—

Alpha – 1 Year

6.86%

6.65%

Alpha – 3 Years

—

4.50%

Information Ratio – 3 Years

—

Volatility – 1 Year

25.58%

4.34%

Volatility – 3 Years

—

5.62%

Beta – 1 Year

1.07

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.33

0.56

Sharpe Ratio – 3 Years

—

1.12

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−18.56%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 20% · M 7% · S 61%

—

Number of Stocks

—

Portfolio P/E

27.55

—

Top 5 Holdings

Premium Plast Ltd · 10.88%

Gem Aromatics Ltd · 10.15%

QMS Medical Allied Services Ltd · 8.65%

Genus Power Infrastructures Ltd · 7.74%

Iris Clothings Ltd · 7.63%

—

Top Sectors

Automobile and Auto Components · 20.11%

Healthcare · 13.67%

Capital Goods · 11.50%

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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