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First Water Capital Fund - II vs Inquant Debt Plus

First Water Capital Fund - II

Inquant Debt Plus

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Growth of ₹1 Crore

First Water Capital Fund - II

Inquant Debt Plus

Return for the risk

3 yrs return

10%

15%

20%

25%

Nifty 500 · 16.9%

First Water Capital Fund - II

18.8% • vol 18.5%

Inquant Debt Plus

11.7% • vol 2.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.29%

1.82%

6 Months

13.07%

6.03%

1 Year

6.96%

11.09%

3 Years

18.80%

11.70%

5 Years

—

Since Inception

19.50%

10.61%

Fund Age

3 yrs

1 yr 9 mo

AUM

—

Alpha – 1 Year

1.48%

—

Alpha – 3 Years

1.90%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

22.08%

1.49%

Volatility – 3 Years

18.54%

2.55%

Beta – 1 Year

0.94

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.16

3.81

Sharpe Ratio – 3 Years

0.73

-0.32

Worst Rolling Year

18.38%

—

Value at Worst Rolling Year

₹1.18 Cr

—

Deepest Drawdown

−19.34%

—

Recovery Period

122 days

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

18.38%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 1% · M 5% · S 89%

—

Number of Stocks

—

Portfolio P/E

12.80

—

Top 5 Holdings

Karnataka Bank Ltd · 7.45%

Redington Ltd · 6.12%

Jindal Saw Ltd · 5.93%

Steel Strips Wheels Ltd · 5.90%

IIFL Finance Ltd · 5.50%

Derivative Futures & Options · 100.00%

Top Sectors

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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