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ABN - Flagship Equity vs Dalal & Broacha - Long Term Growth

ABN - Flagship Equity

Dalal & Broacha - Long Term Growth

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Growth of ₹1 Crore

ABN - Flagship Equity

Dalal & Broacha - Long Term Growth

Return for the risk

3 yrs return

10%

15%

20%

Dalal & Broacha - Long Term Growth

14.8% • vol 17.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

2.96%

0.61%

6 Months

14.37%

11.19%

1 Year

—

4.47%

3 Years

—

14.82%

5 Years

—

12.64%

Since Inception

13.39%

13.38%

Fund Age

7 mo

19 yrs

AUM

₹19.88 Cr

₹1,249 Cr

Alpha – 1 Year

—

4.82%

Alpha – 3 Years

—

5.82%

Information Ratio – 3 Years

—

0.87

Volatility – 1 Year

—

21.24%

Volatility – 3 Years

—

17.51%

Beta – 1 Year

—

1.09

Beta – 3 Years

—

1.04

Sharpe Ratio – 1 Year

—

0.05

Sharpe Ratio – 3 Years

—

0.69

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 40% · M 40% · S 15%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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