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First Water Capital Fund vs Morphosis Venture Capital Fund I

First Water Capital Fund

Morphosis Venture Capital Fund I

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Growth of ₹1 Crore

First Water Capital Fund

Morphosis Venture Capital Fund I

Return for the risk

3 yrs return

10%

15%

20%

25%

Nifty 500 · 16.9%

First Water Capital Fund

19.1% • vol 22.8%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

3.32%

—

6 Months

10.08%

—

1 Year

−0.32%

—

3 Years

19.14%

—

5 Years

17.44%

—

Since Inception

28.00%

—

Fund Age

5 yrs 11 mo

—

AUM

—

Alpha – 1 Year

−5.80%

—

Alpha – 3 Years

2.20%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

26.96%

—

Volatility – 3 Years

22.84%

—

Beta – 1 Year

1.13

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.09

—

Sharpe Ratio – 3 Years

0.65

—

Worst Rolling Year

19.14%

—

Value at Worst Rolling Year

₹1.19 Cr

—

Deepest Drawdown

−26.90%

—

Recovery Period

Not yet recovered

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1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

31.39%

—

5-Year Rolling Windows Positive

100.00%

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Market-Cap Mix

L 6% · M 12% · S 77%

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Number of Stocks

—

Portfolio P/E

11.90

—

Top 5 Holdings

Polyplex Corporation Ltd · 10.68%

Jindal Saw Ltd · 8.23%

KRBL Ltd · 7.92%

Bharat Petroleum Corporation Ltd · 6.18%

NMDC Ltd · 6.10%

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Top Sectors

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Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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