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Money Life - Mas Prime vs Omni Amrit Kaal
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Money Life - Mas Prime
Omni Amrit Kaal
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Growth of
₹1 Crore
Money Life - Mas Prime
Omni Amrit Kaal
Since Inception
1Y
Return for the risk
3Y
1Y
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
Money Life - Mas Prime
21.6% • vol 21.6%
10%
20%
30%
Volatility • 3 yrs deviation
Overview
1 Month
6.82%
−3.46%
6 Months
25.39%
−0.33%
1 Year
17.69%
—
3 Years
21.57%
—
5 Years
14.87%
—
Since Inception
17.17%
−6.79%
Fund Age
6 yrs 10 mo
8 mo
AUM
₹119.43 Cr
₹0.99 Cr
Outerperformance
Alpha – 1 Year
18.04%
—
Alpha – 3 Years
12.57%
—
Information Ratio – 3 Years
0.68
—
Risk Ratios
Volatility – 1 Year
26.38%
—
Volatility – 3 Years
21.61%
—
Beta – 1 Year
0.88
—
Beta – 3 Years
0.85
—
Sharpe Ratio – 1 Year
0.54
—
Sharpe Ratio – 3 Years
0.77
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
L 20% · M 15% · S 65%
Number of Stocks
—
40
Portfolio P/E
—
11.24
Top 5 Holdings
—
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%
Fees
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%
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