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ProfitGate Classic Compounders Equity Strategy vs Systamatix - Dynamic Investment

ProfitGate Classic Compounders Equity Strategy

Systamatix - Dynamic Investment

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Return for the risk

3 yrs return

20%

25%

30%

Systamatix - Dynamic Investment

25.7% • vol 19.4%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

6.18%

7.60%

6 Months

11.87%

26.61%

1 Year

10.80%

33.69%

3 Years

—

25.74%

5 Years

—

21.83%

Since Inception

15.20%

—

Fund Age

3 yrs

8 yrs 4 mo

AUM

₹683.44 Cr

₹158.52 Cr

Alpha – 1 Year

6.08%

29.93%

Alpha – 3 Years

—

14.85%

Information Ratio – 3 Years

—

1.52

Volatility – 1 Year

21.88%

19.82%

Volatility – 3 Years

—

19.44%

Beta – 1 Year

1.09

1.03

Beta – 3 Years

—

1.06

Sharpe Ratio – 1 Year

0.33

1.29

Sharpe Ratio – 3 Years

—

1.16

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

—

L 31% · M 28% · S 38%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

National Aluminium Company Ltd · 8.01%

Indian Railway Catering & Tourism Corporation Ltd · 6.71%

Steel Authority of India Ltd · 6.17%

Triveni Engineering and Industries Ltd · 5.89%

Vedanta Ltd · 5.78%

Top Sectors

—

Fixed Fee

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

2% / 0% / 0%

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