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Omni Dynamic Allocator vs Pace-smart alpha

Omni Dynamic Allocator

Pace-smart alpha

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Growth of ₹1 Crore

Omni Dynamic Allocator

Pace-smart alpha

Return for the risk

1 yr return

10%

15%

20%

Pace-smart alpha

12% • vol 5.7%

10%

20%

Volatility • 1 yr deviation

1 Month

−1.08%

0.10%

6 Months

1.57%

5.29%

1 Year

—

12.01%

3 Years

—

5 Years

—

Since Inception

−0.82%

9.21%

Fund Age

8 mo

2 yrs 1 mo

AUM

₹0.53 Cr

₹1.45 Cr

Alpha – 1 Year

—

4.47%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

5.65%

Volatility – 3 Years

—

Beta – 1 Year

—

0.55

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.12

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 28% · M 13% · S 34%

—

Number of Stocks

—

Portfolio P/E

11.34

—

Top 5 Holdings

Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%

LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%

BHARAT Bond ETF - April 2033 · 8.33%

Jindal Stainless Ltd · 2.59%

Bank of Baroda · 2.59%

—

Top Sectors

Financial Services · 43.41%

Government · 14.26%

Construction · 12.93%

—

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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