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FIRST--Moderate strategy vs Fyers Genesis Fund

FIRST--Moderate strategy

Fyers Genesis Fund

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Growth of ₹1 Crore

FIRST--Moderate strategy

Fyers Genesis Fund

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Moderate strategy

8.7% • vol 0.8%

Fyers Genesis Fund

5.9% • vol 19.4%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.61%

1.54%

6 Months

4.10%

6.09%

1 Year

8.70%

5.87%

3 Years

—

5 Years

—

Since Inception

9.63%

3.02%

Fund Age

2 yrs 4 mo

1 yr 11 mo

AUM

₹98.62 Cr

₹16.43 Cr

Alpha – 1 Year

3.50%

1.15%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

0.83%

19.36%

Volatility – 3 Years

—

Beta – 1 Year

0.26

1.09

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.58

0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−18.63%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 20% · S 76%

Number of Stocks

—

Portfolio P/E

—

25.89

Top 5 Holdings

—

Privi Speciality Chemicals Ltd · 8.72%

Carysil Ltd · 8.46%

Jindal Stainless Ltd · 8.46%

APL Apollo Tubes Ltd · 8.46%

K P R Mill Ltd · 8.45%

Top Sectors

—

Fast Moving Consumer Goods · 13.15%

Financial Services · 6.90%

Information Technology · 6.11%

Fixed Fee

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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