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Grobiz SME Opportunity Fund vs RATIONAL EQUITY SCHEME - 2

Grobiz SME Opportunity Fund

RATIONAL EQUITY SCHEME - 2

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Growth of ₹1 Crore

Grobiz SME Opportunity Fund

RATIONAL EQUITY SCHEME - 2

Return for the risk

1 yr return

-5%

10%

15%

Nifty Microcap 250 Total Return Index · 4.7%

Grobiz SME Opportunity Fund

10.4% • vol 34.8%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.30%

4.14%

6 Months

18.46%

12.88%

1 Year

10.36%

0.59%

3 Years

—

5 Years

—

Since Inception

19.98%

6.12%

Fund Age

15 mo

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

5.67%

−2.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.82%

23.29%

Volatility – 3 Years

—

Beta – 1 Year

1.12

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.29

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−25.01%

−18.39%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 100%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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