Portfolio Management Services (PMS)Compare Schemes
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Omni Industry Inc
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Omni Industry Inc
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.52%
−3.74%
6 Months
17.08%
−0.18%
1 Year
3.81%
—
3 Years
—
—
5 Years
—
—
Since Inception
7.25%
−10.73%
Fund Age
2 yrs 4 mo
8 mo
AUM
₹129.96 Cr
₹1.04 Cr
Alpha – 1 Year
−0.91%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.22%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.11
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.03
—
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 31% · M 12% · S 57%
Number of Stocks
33
16
Portfolio P/E
36.26
17.29
Top 5 Holdings
—
Axis Bank Ltd · 7.00%
State Bank of India · 7.00%
REC Ltd · 7.00%
Bharat Heavy Electricals Ltd · 6.00%
Kalpataru Projects International Ltd · 6.00%
Top Sectors
—
Construction · 50.25%
Capital Goods · 23.50%
Financial Services · 21.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%