Alternative Investment Funds (AIF)Compare Schemes
Pegasus Growth Fund I vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Pegasus Growth Fund I
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.20%
4.04%
6 Months
25.16%
14.10%
1 Year
30.92%
7.50%
3 Years
—
22.84%
5 Years
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Since Inception
13.82%
23.58%
Fund Age
2 yrs 7 mo
4 yrs 5 mo
AUM
₹67 Cr
₹1,282.88 Cr
Alpha – 1 Year
26.47%
4.52%
Alpha – 3 Years
—
10.95%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
2.58%
21.85%
Volatility – 3 Years
—
16.29%
Beta – 1 Year
—
1.19
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
15.14
0.18
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
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22.35%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
—
−17.55%
Recovery Period
—
91 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 11% · M 33% · S 48%
L 23% · M 12% · S 64%
Number of Stocks
26
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Portfolio P/E
24.10
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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%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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