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Prime Vision Growth vs SHREE SMART MARKET PLAN

Prime Vision Growth

SHREE SMART MARKET PLAN

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Growth of ₹1 Crore

Prime Vision Growth

SHREE SMART MARKET PLAN

Return for the risk

3 yrs return

10%

SHREE SMART MARKET PLAN

5.2% • vol 23.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

1.41%

1.81%

6 Months

0.61%

1.04%

1 Year

—

0.26%

3 Years

—

5.24%

5 Years

—

Since Inception

3.78%

8.72%

Fund Age

10 mo

4 yrs 3 mo

AUM

₹22.34 Cr

₹53.49 Cr

Alpha – 1 Year

—

0.69%

Alpha – 3 Years

—

−3.33%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

17.93%

Volatility – 3 Years

—

23.60%

Beta – 1 Year

—

1.08

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.06

Sharpe Ratio – 3 Years

—

0.67

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−13.25%

Recovery Period

—

92 days

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

0.80% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 0.5% / –

—

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