Portfolio Management Services (PMS)Compare Schemes
Omni Dynamic Allocator vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Omni Dynamic Allocator
Profusion Multi Strategy PMS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−1.08%
0.32%
6 Months
1.57%
4.47%
1 Year
—
−9.70%
3 Years
—
—
5 Years
—
—
Since Inception
−0.82%
13.40%
Fund Age
8 mo
2 yrs 8 mo
AUM
₹0.53 Cr
₹11.72 Cr
Alpha – 1 Year
—
−4.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
9.16%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.51
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-1.67
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 13% · S 34%
L 17% · M 21% · S 9%
Number of Stocks
39
—
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 43.41%
Government · 14.26%
Construction · 12.93%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%