Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Counter Cyclical - Diversified Long Term Value
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.06%
4.89%
6 Months
4.58%
26.09%
1 Year
5.92%
14.74%
3 Years
—
18.63%
5 Years
—
29.18%
Since Inception
7.28%
45.31%
Fund Age
7 mo
7 yrs 1 mo
AUM
₹119.65 Cr
₹1,025.6 Cr
Alpha – 1 Year
—
10.02%
Alpha – 3 Years
—
6.54%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
—
29.04%
Volatility – 3 Years
—
23.98%
Beta – 1 Year
—
1.50
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
—
0.42
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
17.65%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−31.35%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
48.53%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 72% · M 12% · S 15%
S 95%
Number of Stocks
35
182
Portfolio P/E
—
16.18
Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%