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ABN - Flagship Equity vs Alphaa Better Risk Reward 30 stocks

ABN - Flagship Equity

Alphaa Better Risk Reward 30 stocks

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Growth of ₹1 Crore

ABN - Flagship Equity

Alphaa Better Risk Reward 30 stocks

Return for the risk

3 yrs return

10%

15%

Alphaa Better Risk Reward 30 stocks

8% • vol 15.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

2.96%

−1.54%

6 Months

14.37%

−5.38%

1 Year

—

−6.70%

3 Years

—

7.98%

5 Years

—

Since Inception

13.39%

7.98%

Fund Age

7 mo

2 yrs 11 mo

AUM

₹19.88 Cr

₹7.31 Cr

Alpha – 1 Year

—

−6.35%

Alpha – 3 Years

—

−1.02%

Information Ratio – 3 Years

—

-0.08

Volatility – 1 Year

—

17.44%

Volatility – 3 Years

—

15.65%

Beta – 1 Year

—

1.08

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.61

Sharpe Ratio – 3 Years

—

0.22

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−21.15%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 61% · M 26% · S 9%

Number of Stocks

—

Portfolio P/E

—

27.03

Top 5 Holdings

—

HDFC Bank Ltd · 17.83%

Britannia Industries Ltd · 12.81%

Cash & Cash Equivalent · 8.07%

Bharti Airtel Ltd · 3.91%

Infosys Ltd · 3.85%

Top Sectors

—

Financial Services · 31.63%

Fast Moving Consumer Goods · 18.10%

Healthcare · 10.31%

Fixed Fee

2.50% / yr

1.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1.5% / 0% / 0%

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