Portfolio Management Services (PMS)Compare Schemes
Omni Energy Transition vs Omni India Inc
Add SchemeGrowth of ₹1 Crore
Omni Energy Transition
Omni India Inc
1 Month
−4.42%
−0.26%
6 Months
9.78%
0.51%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
−0.53%
2.34%
Fund Age
8 mo
8 mo
AUM
₹0.65 Cr
₹0.48 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
—
—
Volatility – 3 Years
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—
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
—
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 22% · M 24% · S 54%
L 60% · M 25% · S 15%
Number of Stocks
14
32
Portfolio P/E
11.10
9.88
Top 5 Holdings
NHPC Ltd · 8.00%
KEC International Ltd · 8.00%
Power Mech Projects Ltd · 8.00%
Sanghvi Movers Ltd · 8.00%
Power Finance Corporation Ltd · 8.00%
HDFC Bank Ltd · 5.50%
Bank of Baroda · 4.97%
Canara Bank · 4.97%
Hindustan Aeronautics Ltd · 4.97%
NHPC Ltd · 4.97%
Top Sectors
Construction · 32.00%
Financial Services · 24.00%
Power · 24.00%
Financial Services · 80.10%
Power · 9.95%
Capital Goods · 4.97%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%