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Bharat Value Fund Series IV vs Negen Undiscovered Value Fund

Bharat Value Fund Series IV

Negen Undiscovered Value Fund

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Growth of ₹1 Crore

Bharat Value Fund Series IV

Negen Undiscovered Value Fund

Return for the risk

3 yrs return

25%

30%

35%

Negen Undiscovered Value Fund

28.1% • vol 21.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

−0.23%

6 Months

—

19.91%

1 Year

—

7.30%

3 Years

—

28.09%

5 Years

—

Since Inception

—

27.99%

Fund Age

—

3 yrs

AUM

—

₹907.79 Cr

Alpha – 1 Year

—

4.32%

Alpha – 3 Years

—

16.19%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

24.79%

Volatility – 3 Years

—

21.12%

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.18

Sharpe Ratio – 3 Years

—

1.03

Worst Rolling Year

—

28.09%

Value at Worst Rolling Year

—

₹1.28 Cr

Deepest Drawdown

—

−21.22%

Recovery Period

—

80 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

29.72%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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