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Dhamma Investment Fund vs Shaan Patel Asset Management Fund

Dhamma Investment Fund

Shaan Patel Asset Management Fund

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Growth of ₹1 Crore

Dhamma Investment Fund

Shaan Patel Asset Management Fund

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%

Shaan Patel Asset Management Fund

5.6% • vol 13%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.06%

3.40%

6 Months

61.58%

16.32%

1 Year

51.03%

5.56%

3 Years

—

5 Years

—

Since Inception

27.72%

3.49%

Fund Age

19 mo

12 mo

AUM

—

Alpha – 1 Year

48.86%

3.18%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

31.59%

13.00%

Volatility – 3 Years

—

Beta – 1 Year

1.13

0.06

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.29

0.06

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−10.91%

−11.82%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 9% · M 10% · S 38%

Number of Stocks

—

Portfolio P/E

—

26.85

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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