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Prime Vision Balanced vs Tradeswift - Sparkling Gems

Prime Vision Balanced

Tradeswift - Sparkling Gems

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Growth of ₹1 Crore

Prime Vision Balanced

Tradeswift - Sparkling Gems

1 Month

1.47%

−0.05%

6 Months

1.43%

23.02%

1 Year

—

3 Years

—

5 Years

—

Since Inception

3.41%

13.86%

Fund Age

8 mo

10 mo

AUM

₹1.87 Cr

₹13.6 Cr

Alpha – 1 Year

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

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

—

S 97%

Number of Stocks

—

Portfolio P/E

—

26.06

Top 5 Holdings

—

Goldiam International Ltd · 7.05%

Grindwell Norton Ltd · 4.59%

RPG Life Sciences Ltd · 4.39%

Action Construction Equipment Ltd · 4.38%

Enviro Infra Engineers Ltd · 4.35%

Top Sectors

—

Capital Goods · 20.02%

Consumer Durables · 11.07%

Financial Services · 10.96%

Fixed Fee

0.80% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 0.5% / –

2% / 1.5% / 1%

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