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FIRST--Moderate strategy vs Prime Synergy

FIRST--Moderate strategy

Prime Synergy

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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%

3.55%

6 Months

4.10%

8.19%

1 Year

8.70%

—

3 Years

—

5 Years

—

Since Inception

9.63%

8.73%

Fund Age

2 yrs 4 mo

8 mo

AUM

₹98.62 Cr

₹35.83 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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.00% / yr

1.65% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

1% / 0.5% / –

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