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FIRST--Conservative strategy vs Valcreate Recovery Strategy

FIRST--Conservative strategy

Valcreate Recovery Strategy

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Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Conservative strategy

7.9% • vol 1%

10%

Volatility • 1 yr deviation

1 Month

0.40%

8.44%

6 Months

3.69%

34.55%

1 Year

7.91%

23.09%

3 Years

—

5 Years

—

Since Inception

8.72%

20.88%

Fund Age

2 yrs 2 mo

14 mo

AUM

₹14.07 Cr

₹1.34 Cr

Alpha – 1 Year

2.71%

18.37%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.00%

—

Volatility – 3 Years

—

Beta – 1 Year

0.34

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

2.29

—

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

—

Top Sectors

—

Fixed Fee

0.75% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

0% / 0% / 0%

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