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Pluswealth Fusion vs Vansh Equity Multi Cap Approach
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Pluswealth Fusion
Vansh Equity Multi Cap Approach
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Growth of
₹1 Crore
Pluswealth Fusion
Vansh Equity Multi Cap Approach
Since Inception
1Y
Overview
1 Month
2.74%
−0.14%
6 Months
1.11%
6.34%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
9.14%
5.82%
Fund Age
10 mo
6 mo
AUM
₹29.92 Cr
₹15.37 Cr
Outerperformance
Alpha – 1 Year
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—
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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—
Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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—
Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
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Recovery Period
—
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Consistency
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Portfolio
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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Tech Mahindra Ltd · 4.43%
ICICI Bank Ltd · 3.56%
Fortis Healthcare Ltd · 3.00%
Hatsun Agro Product Ltd · 2.84%
Tata Consumer Products Ltd · 2.73%
Top Sectors
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Fees
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%
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