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FIRST--Aggressive strategy vs Ionic Yield Enhancer Strategy

FIRST--Aggressive strategy

Ionic Yield Enhancer Strategy

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Growth of ₹1 Crore

FIRST--Aggressive strategy

Ionic Yield Enhancer Strategy

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Aggressive strategy

9.5% • vol 0.9%

Ionic Yield Enhancer Strategy

10.8% • vol 0.9%

10%

Volatility • 1 yr deviation

1 Month

0.88%

0.87%

6 Months

4.66%

5.59%

1 Year

9.49%

10.75%

3 Years

—

5 Years

—

Since Inception

10.59%

11.81%

Fund Age

2 yrs 4 mo

17 mo

AUM

₹70.89 Cr

₹145.04 Cr

Alpha – 1 Year

4.29%

6.28%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

0.86%

0.88%

Volatility – 3 Years

—

Beta – 1 Year

0.22

0.14

Beta – 3 Years

—

Sharpe Ratio – 1 Year

4.61

5.51

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

—

Top 5 Holdings

—

Keertana Finserv · 17.00%

Earlysalary · 15.00%

Indel Money · 12.00%

UGRO Capital · 7.00%

Manba Finance · 6.00%

Top Sectors

—

Fixed Fee

1.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0.5% / – / –

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