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Bharath Transformation Fund-Fund 1 vs DSP Bharat Nirman Fund

Bharath Transformation Fund-Fund 1

DSP Bharat Nirman Fund

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Return for the risk

1 yr return

10%

15%

20%

DSP Bharat Nirman Fund

13.6% • vol 16.1%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

2.57%

6 Months

—

12.46%

1 Year

—

13.59%

3 Years

—

5 Years

—

Since Inception

—

5.20%

Fund Age

—

2 yrs 3 mo

AUM

—

Alpha – 1 Year

—

12.24%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

16.05%

Volatility – 3 Years

—

Beta – 1 Year

—

0.62

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.67

Sharpe Ratio – 3 Years

—

Worst Rolling Year

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Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

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5-Year Rolling Windows Positive

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Market-Cap Mix

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Number of Stocks

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Portfolio P/E

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Top 5 Holdings

—

Top Sectors

—

Fixed Fee

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Performance Fee / Plan

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Exit Load (Y1 / Y2 / Y3)

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