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Asymmetric India Fund vs RATIONAL EQUITY SCHEME - 2

Asymmetric India Fund

RATIONAL EQUITY SCHEME - 2

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Growth of ₹1 Crore

Asymmetric India Fund

RATIONAL EQUITY SCHEME - 2

Return for the risk

1 yr return

-5%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.03%

4.14%

6 Months

4.68%

12.88%

1 Year

—

0.59%

3 Years

—

5 Years

—

Since Inception

−2.17%

6.12%

Fund Age

9 mo

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

—

−2.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

23.29%

Volatility – 3 Years

—

Beta – 1 Year

—

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−18.39%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 37% · M 11% · S 43%

S 100%

Number of Stocks

—

Portfolio P/E

23.90

—

Top 5 Holdings

Larsen & Toubro Ltd · 7.83%

Reliance Industries Ltd · 4.81%

Bharat Electronics Ltd · 4.56%

Canara Bank · 4.26%

Gravita India Ltd · 4.09%

—

Top Sectors

Financial Services · 23.42%

Capital Goods · 14.76%

Automobile and Auto Components · 11.37%

—

Fixed Fee

1.00% / yr

—

Performance Fee / Plan

Fixed Plan

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

1% / – / –

0% / 0% / 0%

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