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MoneyGrow Alpha Fund 1 vs Vedartha India Opportunities Fund - Series 1

MoneyGrow Alpha Fund 1

Vedartha India Opportunities Fund - Series 1

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Growth of ₹1 Crore

MoneyGrow Alpha Fund 1

Vedartha India Opportunities Fund - Series 1

Return for the risk

1 yr return

-5%

10%

Nifty 500 · -0.4%

MoneyGrow Alpha Fund 1

2.7% • vol 34.3%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−1.63%

−0.27%

6 Months

15.76%

—

1 Year

2.72%

—

3 Years

—

5 Years

—

Since Inception

14.74%

9.33%

Fund Age

16 mo

5 mo

AUM

₹42.58 Cr

₹135 Cr

Alpha – 1 Year

3.15%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.31%

—

Volatility – 3 Years

—

Beta – 1 Year

1.75

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.05

—

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

L 19% · M 14% · S 67%

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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