Ametra Investment Managers Private Limited • Equity
Ametra FactorAlpha Smallcap PMS is an equity portfolio management service (PMS) strategy run by Ametra Investment Managers Private Limited, launched on 21 Oct 2024. As of 30 Sep 2026, it manages ₹1.69 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.01% over 1 year (-5.97% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 7.34 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Karan.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.79% |
| 3 Months | -7.21% |
| 1 Year | +5.01% |
| Since Inception | -5.97% |
| management fee | Fixed Fees: AMC Charge: 2% |
| performance fee | Variable Fees: AMC: 1% or 0.5% or 0.5% Performance Fee: 15% or 10% or 20% Hurdle Rate: 12% or 0% or 10% |
| exit load | 1st Year: 1% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAmetra FactorAlpha Smallcap PMS has a 1-year return of +5.01% and -5.97% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Ametra FactorAlpha Smallcap PMS returned +5.01% against -2.33% for the BSE 500 TRI, 7.34 percentage points ahead. Figures as of 30 Sep 2026.
Ametra FactorAlpha Smallcap PMS is managed by Karan at Ametra. The strategy manages ₹1.69 Cr of client assets as of 30 Sep 2026.
Ametra FactorAlpha Smallcap PMS manages ₹1.69 Cr of client assets as of 30 Sep 2026.
The fee structure for Ametra FactorAlpha Smallcap PMS includes: management fee: Fixed Fees: AMC Charge: 2%; performance fee: Variable Fees: AMC: 1% or 0.5% or 0.5% Performance Fee: 15% or 10% or 20% Hurdle Rate: 12% or 0% or 10%; exit load: 1st Year: 1%.
The minimum investment for Ametra FactorAlpha Smallcap PMS is ₹50 Lakhs.
Ametra FactorAlpha Smallcap PMS was launched on 21 Oct 2024. It has a 1-year track record.
Description
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