Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Omni Amrit Kaal
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Omni Amrit Kaal
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
−3.46%
6 Months
16.85%
−0.33%
1 Year
9.30%
—
3 Years
14.05%
—
5 Years
14.30%
—
Since Inception
24.29%
−6.79%
Fund Age
14 yrs 10 mo
8 mo
AUM
₹372.24 Cr
₹0.99 Cr
Alpha – 1 Year
4.58%
—
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
—
Volatility – 3 Years
20.18%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
—
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
—
Recovery Period
99 days
—
1-Year Rolling Windows Positive
93.61%
—
Median Rolling Year
27.35%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 20% · M 15% · S 65%
Number of Stocks
—
40
Portfolio P/E
—
11.24
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
H.G. Infra Engineering Ltd · 2.35%
Mastek Ltd · 2.17%
Power Mech Projects Ltd · 2.17%
Central Bank of India · 2.17%
NLC India Ltd · 2.17%
Top Sectors
—
Financial Services · 39.06%
Construction · 24.05%
Services · 13.02%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / 2% / 1%