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I Wealth - I Wealth Fund 2 vs RATIONAL EQUITY FLAGSHIP FUND I

I Wealth - I Wealth Fund 2

RATIONAL EQUITY FLAGSHIP FUND I

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 2

RATIONAL EQUITY FLAGSHIP FUND I

Return for the risk

3 yrs return

10%

15%

20%

25%

Nifty 500 · 16.5%

RATIONAL EQUITY FLAGSHIP FUND I

21.1% • vol 25.2%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

4.76%

2.91%

6 Months

23.06%

8.52%

1 Year

58.27%

−1.69%

3 Years

21.99%

21.12%

5 Years

30.71%

—

Since Inception

23.77%

27.36%

Fund Age

2 yrs 9 mo

3 yrs 4 mo

AUM

₹200 Cr

₹100 Cr

Alpha – 1 Year

31.96%

−5.06%

Alpha – 3 Years

5.45%

8.57%

Information Ratio – 3 Years

—

0.22

Volatility – 1 Year

—

26.41%

Volatility – 3 Years

—

25.24%

Beta – 1 Year

—

1.39

Beta – 3 Years

—

1.04

Sharpe Ratio – 1 Year

—

-0.02

Sharpe Ratio – 3 Years

—

0.67

Worst Rolling Year

—

21.12%

Value at Worst Rolling Year

—

₹1.21 Cr

Deepest Drawdown

—

−21.57%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

26.37%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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