Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Investvalue India Winners Portfolio
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.06%
5.49%
6 Months
4.58%
—
1 Year
5.92%
—
3 Years
—
—
5 Years
—
—
Since Inception
7.28%
17.31%
Fund Age
7 mo
5 mo
AUM
₹119.65 Cr
₹30.77 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 72% · M 12% · S 15%
L 20% · M 23% · S 49%
Number of Stocks
35
20
Portfolio P/E
—
53.40
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%
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%