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Nippon - Champions 21st Century vs ValueQuest S.C.A.L.E. Fund II

Nippon - Champions 21st Century

ValueQuest S.C.A.L.E. Fund II

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Growth of ₹1 Crore

Nippon - Champions 21st Century

ValueQuest S.C.A.L.E. Fund II

Return for the risk

3 yrs return

10%

15%

NIFTY 500 Index · 11.2%

Nippon - Champions 21st Century

10.2% • vol 14.1%

10%

20%

Volatility • 3 yrs deviation

1 Month

1.83%

—

6 Months

2.86%

—

1 Year

−0.70%

—

3 Years

10.21%

—

5 Years

11.39%

—

Since Inception

14.50%

—

Fund Age

10 mo

—

AUM

—

Alpha – 1 Year

−3.10%

—

Alpha – 3 Years

−0.99%

—

Information Ratio – 3 Years

-0.46

—

Volatility – 1 Year

14.46%

—

Volatility – 3 Years

14.09%

—

Beta – 1 Year

0.82

—

Beta – 3 Years

0.89

—

Sharpe Ratio – 1 Year

-0.42

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Sharpe Ratio – 3 Years

0.33

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Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

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Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 47% · M 8% · S 40%

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Number of Stocks

—

Portfolio P/E

34.07

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Top 5 Holdings

Cash & Cash Equivalent · 5.59%

ICICI Bank Ltd · 5.22%

Mahindra & Mahindra Ltd · 4.75%

Edelweiss Financial Services Ltd · 4.62%

Granules India Ltd · 4.13%

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Top Sectors

Financial Services · 32.81%

Automobile and Auto Components · 10.68%

Healthcare · 8.47%

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Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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