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EquiPoise New India Opportunities vs Prime Velocity

EquiPoise New India Opportunities

Prime Velocity

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Growth of ₹1 Crore

EquiPoise New India Opportunities

Prime Velocity

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

EquiPoise New India Opportunities

9.9% • vol 19.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

3.18%

3.47%

6 Months

8.17%

10.18%

1 Year

9.87%

—

3 Years

—

5 Years

—

Since Inception

2.94%

7.03%

Fund Age

19 mo

10 mo

AUM

₹65.36 Cr

₹57.72 Cr

Alpha – 1 Year

5.15%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

19.65%

—

Volatility – 3 Years

—

Beta – 1 Year

1.08

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.31

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.54%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0.5% / –

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