Portfolio Management Services (PMS)Compare Schemes
Omni Strategic Defence vs PlusWealth Catalyst
Add SchemeGrowth of ₹1 Crore
Omni Strategic Defence
PlusWealth Catalyst
1 Month
−1.11%
11.18%
6 Months
2.28%
61.92%
1 Year
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—
3 Years
—
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5 Years
—
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Since Inception
−1.18%
80.37%
Fund Age
8 mo
8 mo
AUM
₹0.5 Cr
₹4.39 Cr
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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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 38% · M 18% · S 42%
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Number of Stocks
17
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Portfolio P/E
21.62
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Top 5 Holdings
Bharat Heavy Electricals Ltd · 10.00%
NHPC Ltd · 10.00%
Gateway Distriparks Ltd · 10.00%
Larsen & Toubro Ltd · 10.00%
State Bank of India · 10.00%
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Top Sectors
Capital Goods · 38.00%
Services · 16.00%
Information Technology · 12.00%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%