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MNCL Capital Compounder Fund 1 vs Vedartha Equity Opportunities Fund

MNCL Capital Compounder Fund 1

Vedartha Equity Opportunities Fund

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Growth of ₹1 Crore

MNCL Capital Compounder Fund 1

Vedartha Equity Opportunities Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.5%

MNCL Capital Compounder Fund 1

10.3% • vol 17.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

3.10%

−0.10%

6 Months

13.30%

—

1 Year

7.90%

2.64%

3 Years

10.33%

—

5 Years

—

Since Inception

13.50%

4.39%

Fund Age

4 yrs

15 mo

AUM

₹116.6 Cr

₹449 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 19% · S 78%

L 55% · M 5% · S 32%

Number of Stocks

—

Portfolio P/E

—

16.00

Top 5 Holdings

—

InterGlobe Aviation Limited · 9.53%

Larsen & Toubro Limited · 8.72%

HDFC Bank Limited · 8.71%

Infosys Limited · 7.74%

Wipro Limited · 6.88%

Top Sectors

—

Financial Services · 21.85%

Information Technology · 19.91%

Consumer Discretionary · 14.42%

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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