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Portfolio Management Services (PMS)
Compare Schemes
Omni Victors vs PlusWealth Catalyst
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Omni Victors
PlusWealth Catalyst
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Growth of
₹1 Crore
Omni Victors
PlusWealth Catalyst
Since Inception
1Y
Overview
1 Month
−2.56%
11.18%
6 Months
2.76%
61.92%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
−5.52%
80.37%
Fund Age
8 mo
8 mo
AUM
₹2.09 Cr
₹4.39 Cr
Outerperformance
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
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
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
L 10% · M 14% · S 76%
—
Number of Stocks
39
—
Portfolio P/E
11.89
—
Top 5 Holdings
GIC Housing Finance Ltd · 2.38%
Sanghvi Movers Ltd · 2.38%
Ahluwalia Contracts (India) Ltd · 2.38%
PSP Projects Ltd · 2.38%
Redington Ltd · 2.38%
—
Top Sectors
Financial Services · 38.10%
Construction · 23.81%
Services · 16.66%
—
Fees
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%
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