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Envision New Frontiers Portfolio vs Svobodha AD-ASTRA
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Envision New Frontiers Portfolio
Svobodha AD-ASTRA
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Growth of
₹1 Crore
Envision New Frontiers Portfolio
Svobodha AD-ASTRA
Since Inception
1Y
Return for the risk
1 yr return
-5%
0%
5%
Svobodha AD-ASTRA
0.1% • vol 20.6%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
5.37%
0.01%
6 Months
22.21%
7.77%
1 Year
—
0.09%
3 Years
—
—
5 Years
—
—
Since Inception
20.37%
7.20%
Fund Age
8 mo
3 yrs
AUM
₹12.5 Cr
₹22.71 Cr
Outerperformance
Alpha – 1 Year
—
−4.63%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
—
20.61%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.11
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%
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