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Dynamic Midcap Mavens vs FIRST--Conservative strategy

Dynamic Midcap Mavens

FIRST--Conservative strategy

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Growth of ₹1 Crore

Dynamic Midcap Mavens

FIRST--Conservative strategy

Return for the risk

1 yr return

10%

15%

FIRST--Conservative strategy

7.9% • vol 1%

10%

Volatility • 1 yr deviation

1 Month

4.55%

0.40%

6 Months

—

3.69%

1 Year

—

7.91%

3 Years

—

5 Years

—

Since Inception

8.03%

8.72%

Fund Age

5 mo

2 yrs 2 mo

AUM

₹2.59 Cr

₹14.07 Cr

Alpha – 1 Year

—

2.71%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

1.00%

Volatility – 3 Years

—

Beta – 1 Year

—

0.34

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

2.29

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

47.71

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

0.75% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / – / –

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