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Ashika India Select Fund vs Bharat Value Fund Series IV

Ashika India Select Fund

Bharat Value Fund Series IV

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Return for the risk

1 yr return

-5%

10%

Nifty 500 · 2.4%

Ashika India Select Fund

6.2% • vol 22.4%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

3.30%

—

6 Months

15.60%

—

1 Year

6.19%

—

3 Years

—

5 Years

—

Since Inception

10.62%

—

Fund Age

2 yrs 6 mo

—

AUM

—

Alpha – 1 Year

3.81%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

22.42%

—

Volatility – 3 Years

—

Beta – 1 Year

1.15

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.13

—

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 10% · M 11% · S 75%

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Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Sigma Advanced System Ltd · 6.66%

Laurus Labs Ltd · 6.52%

Onemi Technology Solutions Ltd · 5.30%

TVS Motor Company Ltd · 4.97%

ASM Technologies Ltd · 4.45%

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Top Sectors

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Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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