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IDPL Wealthy Nivesh Multi-Asset PMS vs Square 64 - Multicap

IDPL Wealthy Nivesh Multi-Asset PMS

Square 64 - Multicap

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Growth of ₹1 Crore

IDPL Wealthy Nivesh Multi-Asset PMS

Square 64 - Multicap

Return for the risk

1 yr return

10%

15%

20%

Square 64 - Multicap

14.4% • vol 30.6%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

6.88%

5.13%

6 Months

—

29.29%

1 Year

—

14.37%

3 Years

—

5 Years

—

Since Inception

−0.16%

7.27%

Fund Age

5 mo

1 yr 10 mo

AUM

₹7.04 Cr

₹108.4 Cr

Alpha – 1 Year

—

9.65%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

30.58%

Volatility – 3 Years

—

Beta – 1 Year

—

1.41

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.40

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−25.30%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 38% · M 29% · S 25%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Nippon India Large Cap Fund - Direct (G) · 20.00%

Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%

ICICI Pru Business Cycle Fund - Direct (G) · 15.00%

WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%

Mirae Asset Midcap Fund - Direct (G) · 12.50%

—

Top Sectors

Financial Services · 26.48%

Healthcare · 9.47%

Capital Goods · 8.73%

—

Fixed Fee

1.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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