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Dolat Quantum Leap vs Prime Vision Ultra

Dolat Quantum Leap

Prime Vision Ultra

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1 Month

6.28%

1.32%

6 Months

10.96%

1.45%

1 Year

—

3 Years

—

5 Years

—

Since Inception

12.86%

4.78%

Fund Age

9 mo

10 mo

AUM

₹21.51 Cr

₹17.47 Cr

Alpha – 1 Year

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

0.80% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

1% / 0.5% / –

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