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Invesq Optimiser Portfolio vs Square 64 - Multicap

Invesq Optimiser Portfolio

Square 64 - Multicap

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Growth of ₹1 Crore

Invesq Optimiser Portfolio

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

2.46%

5.13%

6 Months

—

29.29%

1 Year

—

14.37%

3 Years

—

5 Years

—

Since Inception

18.42%

7.27%

Fund Age

7 mo

1 yr 10 mo

AUM

₹18.44 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

—

Number of Stocks

—

Portfolio P/E

37.22

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 1% / 0%

—

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