PMS · Equity · Multi and Flexi cap
Amaltas Strategic Opportunities Series 1
Fund size₹6 Cr
IRRSince inception38.04%
1Y return43.55%
Fund age13 mo
Fund Manager
Growth of₹Cr
Amaltas Strategic Opportunities Series 1
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Amaltas Strategic Opportunities Series 1 | 26.27% | 43.55% | — | — | — | 38.04% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | 2.28% |
| Excess over benchmark | 27.29% | 38.83% | — | — | — | 35.76% |
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
30.08%
Benchmark approx 15.85%
A standard deviation reflecting historical swings.
Sensitivity
1.47
Beta vs benchmark 1.00 · 47% more reactive
How strongly the scheme moves with the index.
Risk-reward
1.18
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −12.33%, and recovered on 30 Apr 2026.
Max drawdowns
−12.33%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −12.33% | – | 30 Apr 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−12.33%
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
Fees
VariablePlan A · Shared upsideFixed Management Fee0.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Lock-in: Nil.
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