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ITI - Long Short Equity Fund vs Vedartha India Opportunities Fund - Series 1

ITI - Long Short Equity Fund

Vedartha India Opportunities Fund - Series 1

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Growth of ₹1 Crore

ITI - Long Short Equity Fund

Vedartha India Opportunities Fund - Series 1

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Index · 7.7%

ITI - Long Short Equity Fund

10.6% • vol 8.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

−0.31%

−0.27%

6 Months

−3.98%

—

1 Year

−3.55%

—

3 Years

10.56%

—

5 Years

8.20%

—

Since Inception

11.86%

9.33%

Fund Age

8 yrs 4 mo

5 mo

AUM

—

₹135 Cr

Alpha – 1 Year

−2.13%

—

Alpha – 3 Years

2.82%

—

Information Ratio – 3 Years

0.29

—

Volatility – 1 Year

6.95%

—

Volatility – 3 Years

8.51%

—

Beta – 1 Year

0.29

—

Beta – 3 Years

0.49

—

Sharpe Ratio – 1 Year

-1.24

—

Sharpe Ratio – 3 Years

0.61

—

Worst Rolling Year

9.80%

—

Value at Worst Rolling Year

₹1.10 Cr

—

Deepest Drawdown

−9.10%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

14.02%

—

5-Year Rolling Windows Positive

100.00%

—

Market-Cap Mix

—

L 17% · M 12% · S 40%

Number of Stocks

—

Portfolio P/E

—

21.90

Top 5 Holdings

—

Gujarat Pipavav Port Limited · 6.97%

HDFC Bank Limited · 6.81%

SBI Life Insurance Company Limited · 5.32%

PI Industries Limited · 4.51%

Mrs Bectors Food Specialities Limited · 4.00%

Top Sectors

—

Cash & Cash Equivalents · 30.67%

Financial Services · 17.60%

Services · 12.94%

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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