Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Ionic Yield Enhancer Strategy
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Ionic Yield Enhancer Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.06%
0.87%
6 Months
4.58%
5.59%
1 Year
5.92%
10.75%
3 Years
—
—
5 Years
—
—
Since Inception
7.28%
11.81%
Fund Age
7 mo
17 mo
AUM
₹119.65 Cr
₹145.04 Cr
Alpha – 1 Year
—
6.28%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
0.88%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.14
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
5.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
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
20
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%
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / – / –