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Accelt Long Term Equity Fund vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)

Accelt Long Term Equity Fund

Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)

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Growth of ₹1 Crore

Accelt Long Term Equity Fund

Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

40%

Nifty 500 · 4.7%

Accelt Long Term Equity Fund

33.6% • vol 20.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

11.32%

−0.53%

6 Months

31.05%

0.57%

1 Year

33.64%

—

3 Years

—

5 Years

—

Since Inception

18.43%

2.03%

Fund Age

1 yr 11 mo

7 mo

AUM

₹12.55 Cr

₹0.29 Cr

Alpha – 1 Year

28.92%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

20.86%

—

Volatility – 3 Years

—

Beta – 1 Year

0.85

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.25

—

Sharpe Ratio – 3 Years

—

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 17% · M 21% · S 6%

Number of Stocks

—

Portfolio P/E

—

15.87

Top 5 Holdings

—

Vedanta Iron & Steel Ltd · 8.22%

Nippon India ETF Hang Seng BeES · 7.87%

Knowledge Realty Trust · 7.21%

IndiGrid Infrastructure Trust · 6.79%

Nippon India Silver ETF · 6.53%

Top Sectors

—

Others · 23.38%

Oil, Gas & Consumable Fuels · 16.98%

Realty · 13.45%

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

20% of profit, above 12%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 0% / 0%

3% / 2% / 1%

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