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Omni Captains vs PlusWealth Catalyst

Omni Captains

PlusWealth Catalyst

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Growth of ₹1 Crore

Omni Captains

PlusWealth Catalyst

1 Month

−1.52%

11.18%

6 Months

1.67%

61.92%

1 Year

—

3 Years

—

5 Years

—

Since Inception

2.75%

80.37%

Fund Age

8 mo

AUM

₹0.5 Cr

₹4.39 Cr

Alpha – 1 Year

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

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 53% · M 28% · S 20%

—

Number of Stocks

—

Portfolio P/E

8.80

—

Top 5 Holdings

HDFC Bank Ltd · 5.50%

Rites Ltd · 3.94%

Bank of Baroda · 3.94%

PNB Housing Finance Ltd · 3.94%

NLC India Ltd · 3.94%

—

Top Sectors

Financial Services · 76.38%

Capital Goods · 7.88%

Construction · 7.88%

—

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0% / 0%

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