Portfolio Management Services (PMS)Compare Schemes
Omni Amrit Kaal vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Omni Amrit Kaal
Xylem Maverick Strategy
Return for the risk
1 yr return
20%
25%
30%
35%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−3.46%
9.42%
6 Months
−0.33%
52.78%
1 Year
—
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
−6.79%
23.72%
Fund Age
8 mo
19 mo
AUM
₹0.99 Cr
₹71.55 Cr
Alpha – 1 Year
—
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−27.01%
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%
S 96%
Number of Stocks
40
19
Portfolio P/E
11.24
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 39.06%
Construction · 24.05%
Services · 13.02%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%