PMS · Equity · Multi Cap
All-Star Opportunities
Fund size₹34 Cr
IRRSince inception23.49%
1Y return21.67%
Fund age2 yrs 7 mo
Fund Manager
Growth of₹Cr
All Star Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| All Star Opportunities | — | 21.67% | 27.75% | — | — | 23.49% |
| NIFTY 50 TRI | −12.67% | 10.09% | 15.54% | — | — | 15.43% |
| Excess over benchmark | — | 11.58% | 12.21% | — | — | 8.06% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2024.
Risk : What you take on to earn the return
Volatility
12.39%
Benchmark approx 9.90%
A standard deviation reflecting historical swings.
Sensitivity
0.60
Beta vs benchmark 1.00 · 40% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.09
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
13
P/E ratio
28.11
P/B ratio
4.20
Dividend yield
0.71%
Avg market cap
₹1.40 L Cr
Median market cap
₹83,230 Cr
Asset class
Equity
Market cap
Large cap47.50%
Mid cap6.75%
Small cap30.50%
Cash & others15.25%
As on 31 Dec 2024
Fees
VariablePlan A · Shared upsideFixed Management Fee1.25% / yr
Performance Fee20% of profit
Hurdle RateAbove 12%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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