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IKIGAI Small Cap Fund vs MNCL Capital Compounder Fund 1

IKIGAI Small Cap Fund

MNCL Capital Compounder Fund 1

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Growth of ₹1 Crore

IKIGAI Small Cap Fund

MNCL Capital Compounder Fund 1

Return for the risk

3 yrs return

10%

15%

MNCL Capital Compounder Fund 1

10.3% • vol 17.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

5.04%

3.10%

6 Months

—

13.30%

1 Year

—

7.90%

3 Years

—

10.33%

5 Years

—

Since Inception

27.03%

13.50%

Fund Age

5 mo

4 yrs

AUM

₹3,837 Cr

₹116.6 Cr

Alpha – 1 Year

—

2.60%

Alpha – 3 Years

—

−2.21%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

21.27%

Volatility – 3 Years

—

17.50%

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.20

Sharpe Ratio – 3 Years

—

0.35

Worst Rolling Year

—

8.76%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

−21.82%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

11.67%

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 6% · M 16% · S 76%

L 19% · S 78%

Number of Stocks

—

Portfolio P/E

28.00

—

Top 5 Holdings

Other Equities · 9.83%

Cash & Cash Equivalent · 8.70%

Kajaria Ceramics Ltd · 3.85%

ALKYL AMINES CHEMICALS LTD · 3.80%

AIA ENGINEERING LTD · 3.17%

—

Top Sectors

Financial Services · 12.03%

Chemicals · 11.26%

Capital Goods · 11.06%

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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