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Alternative Investment Funds (AIF)
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DSP Bharat Nirman Fund vs Equanimity Ventures Trust III
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DSP Bharat Nirman Fund
Equanimity Ventures Trust III
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Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 1.4%
DSP Bharat Nirman Fund
13.6% • vol 16.1%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
2.57%
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6 Months
12.46%
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1 Year
13.59%
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3 Years
—
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5 Years
—
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Since Inception
5.20%
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Fund Age
2 yrs 3 mo
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AUM
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Outerperformance
Alpha – 1 Year
12.24%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
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Risk Ratios
Volatility – 1 Year
16.05%
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Volatility – 3 Years
—
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Beta – 1 Year
0.62
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.67
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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Consistency
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Portfolio
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fees
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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