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Nippon - (R.I.S.E) vs RATIONAL EQUITY SCHEME - 2

Nippon - (R.I.S.E)

RATIONAL EQUITY SCHEME - 2

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Return for the risk

1 yr return

-5%

10%

NIFTY 500 Index · 2.4%

Nippon - (R.I.S.E)

4.7% • vol 19.6%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.17%

4.14%

6 Months

5.06%

12.88%

1 Year

4.68%

0.59%

3 Years

—

5 Years

—

Since Inception

9.00%

6.12%

Fund Age

17 mo

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

2.28%

−2.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

19.59%

23.29%

Volatility – 3 Years

—

Beta – 1 Year

1.05

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.09

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−18.39%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 32% · M 20% · S 39%

S 100%

Number of Stocks

—

Portfolio P/E

33.73

—

Top 5 Holdings

Cash & Cash Equivalent · 9.40%

ICICI Bank Ltd · 4.96%

HDFC Bank Ltd · 3.58%

Delhivery Ltd · 3.25%

Edelweiss Financial Services Ltd · 3.16%

—

Top Sectors

Financial Services · 34.33%

Capital Goods · 11.68%

Healthcare · 7.90%

—

Fixed Fee

—

Performance Fee / Plan

—

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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