PMS · Equity · Flexi Cap
Amaltas Keystone Fund
Fund size₹65 Cr
IRRSince inception24.04%
1Y return44.79%
Fund age19 mo
Fund Manager
Growth of₹Cr
Amaltas Keystone
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Amaltas Keystone | 45.91% | 44.79% | — | — | — | 24.04% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | 5.62% |
| Excess over benchmark | 46.93% | 40.07% | — | — | — | 18.42% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
32.99%
Benchmark approx 15.76%
A standard deviation reflecting historical swings.
Sensitivity
1.48
Beta vs benchmark 1.00 · 48% more reactive
How strongly the scheme moves with the index.
Risk-reward
1.12
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −15.77%, and recovered on 30 Apr 2026.
Max drawdowns
−15.77%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −15.77% | – | 30 Apr 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−15.77%
Fell over–
Recovered30 Apr 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Top 5 holdings
Piramal Enterprises Limited–
CARE Ratings Ltd–
Sterlite Technologies Ltd–
Muthoot Microfin Ltd–
Bodal Chemicals Ltd–
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