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Prudent Equity ACE Fund vs SBI Emergent

Prudent Equity ACE Fund

SBI Emergent

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Growth of ₹1 Crore

Prudent Equity ACE Fund

SBI Emergent

Return for the risk

3 yrs return

10%

15%

20%

25%

Nifty 500 · 10.7%

Prudent Equity ACE Fund

17.6% • vol 24.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−2.40%

−3.30%

6 Months

4.20%

19.40%

1 Year

−1.50%

46.30%

3 Years

17.60%

—

5 Years

—

Since Inception

23.60%

30.50%

Fund Age

3 yrs 7 mo

2 yrs 1 mo

AUM

—

Alpha – 1 Year

−3.50%

46.70%

Alpha – 3 Years

6.90%

—

Information Ratio – 3 Years

0.28

—

Volatility – 1 Year

23.18%

—

Volatility – 3 Years

24.12%

—

Beta – 1 Year

1.17

—

Beta – 3 Years

1.20

—

Sharpe Ratio – 1 Year

-0.20

—

Sharpe Ratio – 3 Years

0.56

—

Worst Rolling Year

17.56%

—

Value at Worst Rolling Year

₹1.18 Cr

—

Deepest Drawdown

−23.18%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

27.42%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

3.75% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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