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FIRST--Moderate strategy vs Monarch Wealth Creator Fund

FIRST--Moderate strategy

Monarch Wealth Creator Fund

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Growth of ₹1 Crore

FIRST--Moderate strategy

Monarch Wealth Creator Fund

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

FIRST--Moderate strategy

8.7% • vol 0.8%

10%

Volatility • 1 yr deviation

1 Month

0.61%

2.85%

6 Months

4.10%

12.32%

1 Year

8.70%

—

3 Years

—

5 Years

—

Since Inception

9.63%

13.81%

Fund Age

2 yrs 4 mo

8 mo

AUM

₹98.62 Cr

₹279.09 Cr

Alpha – 1 Year

3.50%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

0.83%

—

Volatility – 3 Years

—

Beta – 1 Year

0.26

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.58

—

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

—

L 35% · M 34% · S 23%

Number of Stocks

—

Portfolio P/E

—

19.53

Top 5 Holdings

—

Mazagon Dock Shipbuilders Ltd · 13.42%

Bank of Baroda · 7.93%

Cash & Cash Equivalent · 6.62%

NMDC Ltd · 5.37%

Adani Enterprises Ltd · 5.31%

Top Sectors

—

Financial Services · 24.00%

Capital Goods · 22.64%

Metals & Mining · 19.08%

Fixed Fee

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0.5% / 0.5% / 0%

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