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Ajanta India Fund I vs RATIONAL EQUITY FLAGSHIP FUND I

Ajanta India Fund I

RATIONAL EQUITY FLAGSHIP FUND I

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Growth of ₹1 Crore

Ajanta India Fund I

RATIONAL EQUITY FLAGSHIP FUND I

Return for the risk

3 yrs return

15%

20%

25%

RATIONAL EQUITY FLAGSHIP FUND I

21.1% • vol 25.2%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

1.88%

2.91%

6 Months

8.73%

8.52%

1 Year

5.39%

−1.69%

3 Years

—

21.12%

5 Years

—

Since Inception

9.86%

27.36%

Fund Age

19 mo

3 yrs 4 mo

AUM

—

₹100 Cr

Alpha – 1 Year

2.41%

−5.06%

Alpha – 3 Years

—

8.57%

Information Ratio – 3 Years

—

0.22

Volatility – 1 Year

19.37%

26.41%

Volatility – 3 Years

—

25.24%

Beta – 1 Year

1.03

1.39

Beta – 3 Years

—

1.04

Sharpe Ratio – 1 Year

0.08

-0.02

Sharpe Ratio – 3 Years

—

0.67

Worst Rolling Year

—

21.12%

Value at Worst Rolling Year

—

₹1.21 Cr

Deepest Drawdown

−18.22%

−21.57%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

26.37%

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 11% · M 30% · S 56%

—

Number of Stocks

—

Portfolio P/E

31.43

—

Top 5 Holdings

Eternal Ltd · 7.82%

Federal Bank Ltd · 7.69%

ERIS Lifesciences Ltd · 6.62%

Redington Ltd · 6.37%

Aster DM Quality Care Ltd · 6.16%

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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