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INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Prime Velocity

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

Prime Velocity

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Return for the risk

1 yr return

10%

Nifty 500 · 4.7%

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

3.8% • vol 22.2%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.52%

3.47%

6 Months

17.08%

10.18%

1 Year

3.81%

—

3 Years

—

5 Years

—

Since Inception

7.25%

7.03%

Fund Age

2 yrs 4 mo

10 mo

AUM

₹129.96 Cr

₹57.72 Cr

Alpha – 1 Year

−0.91%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

22.22%

—

Volatility – 3 Years

—

Beta – 1 Year

1.11

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.03

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

36.26

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / 0%

1% / 0.5% / –

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