Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.06%
1.24%
6 Months
4.58%
7.09%
1 Year
5.92%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
7.28%
19.75%
Fund Age
7 mo
4 yrs 2 mo
AUM
₹119.65 Cr
₹49.8 Cr
Alpha – 1 Year
—
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
—
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
—
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
—
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
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%
—
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
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%