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Dynamic Midcap Mavens vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

Dynamic Midcap Mavens

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

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Growth of ₹1 Crore

Dynamic Midcap Mavens

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

Return for the risk

1 yr return

10%

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

3.8% • vol 22.2%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

4.55%

1.52%

6 Months

—

17.08%

1 Year

—

3.81%

3 Years

—

5 Years

—

Since Inception

8.03%

7.25%

Fund Age

5 mo

2 yrs 4 mo

AUM

₹2.59 Cr

₹129.96 Cr

Alpha – 1 Year

—

−0.91%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.22%

Volatility – 3 Years

—

Beta – 1 Year

—

1.11

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.03

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

36.26

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 1% / 0%

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