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Pluswealth Assets LLP vs Vedartha Equity Opportunities Fund

Pluswealth Assets LLP

Vedartha Equity Opportunities Fund

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Growth of ₹1 Crore

Pluswealth Assets LLP

Vedartha Equity Opportunities Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 7.6%

Pluswealth Assets LLP

12.1% • vol 5.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.86%

−0.10%

6 Months

2.99%

—

1 Year

7.80%

2.64%

3 Years

12.12%

—

5 Years

—

Since Inception

15.22%

4.39%

Fund Age

9 mo

15 mo

AUM

—

₹449 Cr

Alpha – 1 Year

6.65%

—

Alpha – 3 Years

4.50%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

4.34%

—

Volatility – 3 Years

5.62%

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.56

—

Sharpe Ratio – 3 Years

1.12

—

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

—

L 55% · M 5% · S 32%

Number of Stocks

—

Portfolio P/E

—

16.00

Top 5 Holdings

—

InterGlobe Aviation Limited · 9.53%

Larsen & Toubro Limited · 8.72%

HDFC Bank Limited · 8.71%

Infosys Limited · 7.74%

Wipro Limited · 6.88%

Top Sectors

—

Financial Services · 21.85%

Information Technology · 19.91%

Consumer Discretionary · 14.42%

Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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