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Prabhudas-Aqua Strategy vs Prime Vision Balanced

Prabhudas-Aqua Strategy

Prime Vision Balanced

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Growth of ₹1 Crore

Prabhudas-Aqua Strategy

Prime Vision Balanced

Return for the risk

1 yr return

10%

15%

Nifty 500 · 7.7%

Prabhudas-Aqua Strategy

10.7% • vol 10.3%

10%

20%

Volatility • 1 yr deviation

1 Month

−0.63%

1.47%

6 Months

8.65%

1.43%

1 Year

10.66%

—

3 Years

—

5 Years

—

Since Inception

22.10%

3.41%

Fund Age

2 yrs 7 mo

8 mo

AUM

₹374.18 Cr

₹1.87 Cr

Alpha – 1 Year

2.92%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

10.32%

—

Volatility – 3 Years

—

Beta – 1 Year

0.27

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.50

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−8.56%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 49% · M 41% · S 9%

—

Number of Stocks

—

Portfolio P/E

19.24

—

Top 5 Holdings

National Aluminium Company Ltd · 4.36%

Vedanta Ltd · 3.83%

BSE Ltd · 3.78%

Oil & Natural Gas Corpn Ltd · 3.58%

Hindalco Industries Ltd · 3.52%

—

Top Sectors

Financial Services · 22.51%

Metals & Mining · 21.08%

Oil, Gas & Consumable Fuels · 8.89%

—

Fixed Fee

2.50% / yr

0.80% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0.5% / –

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