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Generational Capital Breakout Fund 1 vs RATIONAL EQUITY SCHEME - 2

Generational Capital Breakout Fund 1

RATIONAL EQUITY SCHEME - 2

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Growth of ₹1 Crore

Generational Capital Breakout Fund 1

RATIONAL EQUITY SCHEME - 2

Return for the risk

1 yr return

-20%

-15%

-10%

-5%

10%

15%

Nifty 500 · 7.7%

Generational Capital Breakout Fund 1

-15% • vol 21.2%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−6.22%

4.14%

6 Months

−4.90%

12.88%

1 Year

−15.01%

0.59%

3 Years

—

5 Years

—

Since Inception

4.98%

6.12%

Fund Age

1 yr 10 mo

14 mo

AUM

₹122.88 Cr

₹29 Cr

Alpha – 1 Year

−22.72%

−2.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

21.19%

23.29%

Volatility – 3 Years

—

Beta – 1 Year

1.18

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.92

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−25.89%

−18.39%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

S 48%

S 100%

Number of Stocks

—

Portfolio P/E

35.47

—

Top 5 Holdings

Other Funds · 24.83%

PNGS Gargi Fashion Jewellery Ltd · 9.07%

Womancart Ltd · 6.32%

Beta Drugs Ltd. 0.65% DB CONVERT 26/05/2026 INR 1653.40 · 6.22%

Sirca Paints India Ltd · 5.32%

—

Top Sectors

Consumer Durables · 18.56%

Consumer Services · 17.65%

Healthcare · 12.53%

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

5% / 3% / 0%

0% / 0% / 0%

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