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Ocean-Avendus Olivo Core Equity Portfolio vs ProfitGate Classic Compounders Equity Strategy

Ocean-Avendus Olivo Core Equity Portfolio

ProfitGate Classic Compounders Equity Strategy

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Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

Ocean-Avendus Olivo Core Equity Portfolio

9% • vol 15%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.17%

6.18%

6 Months

−0.88%

11.87%

1 Year

−2.91%

10.80%

3 Years

9.00%

—

5 Years

9.07%

—

Since Inception

14.52%

15.20%

Fund Age

6 yrs 2 mo

3 yrs

AUM

₹209.81 Cr

₹683.44 Cr

Alpha – 1 Year

−7.63%

6.08%

Alpha – 3 Years

−3.09%

—

Information Ratio – 3 Years

-0.39

—

Volatility – 1 Year

14.71%

21.88%

Volatility – 3 Years

15.04%

—

Beta – 1 Year

0.84

1.09

Beta – 3 Years

0.90

—

Sharpe Ratio – 1 Year

-0.49

0.33

Sharpe Ratio – 3 Years

0.35

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

3% / 2% / 1%

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