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Prime Vision Growth vs ProfitGate Classic Compounders Equity Strategy
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Prime Vision Growth
ProfitGate Classic Compounders Equity Strategy
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Return for the risk
1 yr return
5%
10%
15%
ProfitGate Classic Compounders Equity Strategy
10.8% • vol 21.9%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
1.41%
6.18%
6 Months
0.61%
11.87%
1 Year
—
10.80%
3 Years
—
—
5 Years
—
—
Since Inception
3.78%
15.20%
Fund Age
10 mo
3 yrs
AUM
₹22.34 Cr
₹683.44 Cr
Outerperformance
Alpha – 1 Year
—
6.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
—
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.09
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
0.80% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0.5% / –
3% / 2% / 1%
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