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Pegasus Growth Fund I vs RATIONAL EQUITY FLAGSHIP FUND I

Pegasus Growth Fund I

RATIONAL EQUITY FLAGSHIP FUND I

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Growth of ₹1 Crore

Pegasus Growth Fund I

RATIONAL EQUITY FLAGSHIP FUND I

Return for the risk

3 yrs return

15%

20%

25%

RATIONAL EQUITY FLAGSHIP FUND I

21.1% • vol 25.2%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

3.20%

2.91%

6 Months

25.16%

8.52%

1 Year

30.92%

−1.69%

3 Years

—

21.12%

5 Years

—

Since Inception

13.82%

27.36%

Fund Age

2 yrs 7 mo

3 yrs 4 mo

AUM

₹67 Cr

₹100 Cr

Alpha – 1 Year

26.47%

−5.06%

Alpha – 3 Years

—

8.57%

Information Ratio – 3 Years

—

0.22

Volatility – 1 Year

2.58%

26.41%

Volatility – 3 Years

—

25.24%

Beta – 1 Year

—

1.39

Beta – 3 Years

—

1.04

Sharpe Ratio – 1 Year

15.14

-0.02

Sharpe Ratio – 3 Years

—

0.67

Worst Rolling Year

—

21.12%

Value at Worst Rolling Year

—

₹1.21 Cr

Deepest Drawdown

—

−21.57%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

26.37%

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 11% · M 33% · S 48%

—

Number of Stocks

—

Portfolio P/E

24.10

—

Top 5 Holdings

Welspun Corp Ltd · 6.44%

Engineers India Ltd · 6.23%

Shivalik Bimetal Controls Ltd · 5.75%

Ion Exchange (India) Ltd · 5.01%

Himadri Speciality Chemical Ltd · 4.96%

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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