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Dynamic Equities-Bluechip vs Prime Velocity
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Dynamic Equities-Bluechip
Prime Velocity
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Growth of
₹1 Crore
Dynamic Equities-Bluechip
Prime Velocity
Since Inception
1Y
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
Dynamic Equities-Bluechip
18.1% • vol 19.9%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
7.20%
3.47%
6 Months
17.44%
10.18%
1 Year
18.10%
—
3 Years
—
—
5 Years
—
—
Since Inception
21.12%
7.03%
Fund Age
2 yrs 5 mo
10 mo
AUM
₹83.78 Cr
₹57.72 Cr
Outerperformance
Alpha – 1 Year
18.45%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
19.94%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.87
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.14%
—
Recovery Period
Not yet recovered
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
24
—
Portfolio P/E
53.08
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0.5% / –
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