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AlphaGrep Index Plus Fund vs Grobiz SME Opportunity Fund

AlphaGrep Index Plus Fund

Grobiz SME Opportunity Fund

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Growth of ₹1 Crore

AlphaGrep Index Plus Fund

Grobiz SME Opportunity Fund

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 200 Index · -0.4%

AlphaGrep Index Plus Fund

-0.2% • vol 14.1%

Grobiz SME Opportunity Fund

10.4% • vol 34.8%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.00%

0.30%

6 Months

−3.30%

18.46%

1 Year

−0.20%

10.36%

3 Years

9.30%

—

5 Years

—

Since Inception

5.70%

19.98%

Fund Age

2 yrs 6 mo

15 mo

AUM

—

Alpha – 1 Year

0.20%

5.67%

Alpha – 3 Years

0.70%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

14.10%

34.82%

Volatility – 3 Years

—

Beta – 1 Year

0.80

1.12

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.33

0.29

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−13.29%

−25.01%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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