Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Ionic Allocate Portfolio - Equity
Return for the risk
1 yr return
0%
5%
10%
15%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.06%
0.81%
6 Months
4.58%
3.41%
1 Year
5.92%
8.90%
3 Years
—
—
5 Years
—
—
Since Inception
7.28%
10.39%
Fund Age
7 mo
16 mo
AUM
₹119.65 Cr
₹54.76 Cr
Alpha – 1 Year
—
9.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
14.74%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.82
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.28
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.47%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 72% · M 12% · S 15%
—
Number of Stocks
35
28
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
—
Fixed Fee
2.00% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –