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Maximal Income Fund vs Prime Synergy

Maximal Income Fund

Prime Synergy

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Growth of ₹1 Crore

Maximal Income Fund

Prime Synergy

Return for the risk

3 yrs return

10%

15%

20%

25%

Nifty 500 · 5.5%

Maximal Income Fund

20.4% • vol 8.7%

10%

20%

Volatility • 3 yrs deviation

1 Month

1.24%

3.55%

6 Months

7.09%

8.19%

1 Year

17.57%

—

3 Years

20.39%

—

5 Years

—

Since Inception

19.75%

8.73%

Fund Age

4 yrs 2 mo

8 mo

AUM

₹49.8 Cr

₹35.83 Cr

Alpha – 1 Year

16.32%

—

Alpha – 3 Years

14.92%

—

Information Ratio – 3 Years

1.66

—

Volatility – 1 Year

7.36%

—

Volatility – 3 Years

8.69%

—

Beta – 1 Year

1.50

—

Beta – 3 Years

0.91

—

Sharpe Ratio – 1 Year

1.55

—

Sharpe Ratio – 3 Years

1.63

—

Worst Rolling Year

18.51%

—

Value at Worst Rolling Year

₹1.19 Cr

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

21.68%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.00% / yr

1.65% / yr

Performance Fee / Plan

15% of profit, above 15%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0.5% / –

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