Compare Schemes

Omni Captains vs Prudent Equity Growth Strategy

Omni Captains

Prudent Equity Growth Strategy

Add Scheme

Growth of ₹1 Crore

Omni Captains

Prudent Equity Growth Strategy

Return for the risk

1 yr return

10%

Prudent Equity Growth Strategy

3.9% • vol 22%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.52%

−2.67%

6 Months

1.67%

4.01%

1 Year

—

3.88%

3 Years

—

5 Years

—

Since Inception

2.75%

−1.21%

Fund Age

8 mo

2 yrs 1 mo

AUM

₹0.5 Cr

₹29.71 Cr

Alpha – 1 Year

—

−0.84%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.02%

Volatility – 3 Years

—

Beta – 1 Year

—

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.04%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 53% · M 28% · S 20%

M 9% · S 73%

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

1.00% / yr

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

3% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.