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DSP Bharat Nirman Fund vs RATIONAL EQUITY SCHEME - 2

DSP Bharat Nirman Fund

RATIONAL EQUITY SCHEME - 2

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Return for the risk

1 yr return

-5%

10%

15%

20%

Nifty 500 · 1.4%

DSP Bharat Nirman Fund

13.6% • vol 16.1%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.57%

4.14%

6 Months

12.46%

12.88%

1 Year

13.59%

0.59%

3 Years

—

5 Years

—

Since Inception

5.20%

6.12%

Fund Age

2 yrs 3 mo

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

12.24%

−2.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

16.05%

23.29%

Volatility – 3 Years

—

Beta – 1 Year

0.62

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.67

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−18.39%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 100%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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