Portfolio Management Services (PMS)Compare Schemes
Omni Amrit Kaal vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Omni Amrit Kaal
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−3.46%
0.77%
6 Months
−0.33%
11.30%
1 Year
—
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
−6.79%
10.85%
Fund Age
8 mo
2 yrs 5 mo
AUM
₹0.99 Cr
₹45.96 Cr
Alpha – 1 Year
—
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
—
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−19.87%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 15% · S 65%
L 12% · M 4% · S 66%
Number of Stocks
40
39
Portfolio P/E
11.24
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 39.06%
Construction · 24.05%
Services · 13.02%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%