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Dhamma Investment Fund vs Nippon - (Empowered India)

Dhamma Investment Fund

Nippon - (Empowered India)

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Growth of ₹1 Crore

Dhamma Investment Fund

Nippon - (Empowered India)

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

55%

Nifty 500 · 2.2%

Dhamma Investment Fund

51% • vol 31.6%

Nippon - (Empowered India)

1.3% • vol 17.2%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.06%

−0.82%

6 Months

61.58%

5.72%

1 Year

51.03%

1.32%

3 Years

—

5 Years

—

Since Inception

27.72%

1.83%

Fund Age

19 mo

12 mo

AUM

—

Alpha – 1 Year

48.86%

−1.08%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

31.59%

17.16%

Volatility – 3 Years

—

Beta – 1 Year

1.13

0.93

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.29

-0.18

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−10.91%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 23% · M 17% · S 47%

Number of Stocks

—

Portfolio P/E

—

35.98

Top 5 Holdings

—

Cash & Cash Equivalent · 12.38%

ICICI Bank Ltd · 4.59%

HDFC Bank Ltd · 3.38%

Edelweiss Financial Services Ltd · 3.33%

Biocon Ltd · 3.01%

Top Sectors

—

Financial Services · 30.15%

Healthcare · 11.14%

Capital Goods · 9.34%

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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