Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.06%
−1.07%
6 Months
4.58%
1.78%
1 Year
5.92%
5.40%
3 Years
—
8.85%
5 Years
—
—
Since Inception
7.28%
10.06%
Fund Age
7 mo
3 yrs 2 mo
AUM
₹119.65 Cr
₹6 Cr
Alpha – 1 Year
—
0.68%
Alpha – 3 Years
—
−3.24%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
—
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 72% · M 12% · S 15%
—
Number of Stocks
35
—
Portfolio P/E
—
—
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%
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Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
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Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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