Portfolio Management Services (PMS)Compare Schemes
Fyers Genesis Fund vs Omni Barons
Add SchemeGrowth of ₹1 Crore
Fyers Genesis Fund
Omni Barons
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.54%
−1.38%
6 Months
6.09%
5.97%
1 Year
5.87%
—
3 Years
—
—
5 Years
—
—
Since Inception
3.02%
6.30%
Fund Age
1 yr 11 mo
8 mo
AUM
₹16.43 Cr
₹0.57 Cr
Alpha – 1 Year
1.15%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.36%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.09
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.11
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.63%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 76%
L 27% · M 40% · S 33%
Number of Stocks
24
14
Portfolio P/E
25.89
9.23
Top 5 Holdings
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Power Finance Corporation Ltd · 6.70%
IDFC First Bank Ltd · 6.70%
Union Bank of India · 6.70%
Indian Bank · 6.70%
Central Bank of India · 6.70%
Top Sectors
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Financial Services · 73.20%
Power · 13.40%
Capital Goods · 6.70%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%