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Equentis Growth Fund-Series I vs Grobiz SME Opportunity Fund

Equentis Growth Fund-Series I

Grobiz SME Opportunity Fund

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Growth of ₹1 Crore

Equentis Growth Fund-Series I

Grobiz SME Opportunity Fund

Return for the risk

1 yr return

10%

15%

Grobiz SME Opportunity Fund

10.4% • vol 34.8%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

—

0.30%

6 Months

—

18.46%

1 Year

—

10.36%

3 Years

—

5 Years

—

Since Inception

—

19.98%

Fund Age

—

15 mo

AUM

—

Alpha – 1 Year

—

5.67%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

34.82%

Volatility – 3 Years

—

Beta – 1 Year

—

1.12

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.29

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−25.01%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

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Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

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Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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