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RATIONAL EQUITY SCHEME - 2 vs ValueQuest India Inflexion Fund

RATIONAL EQUITY SCHEME - 2

ValueQuest India Inflexion Fund

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Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Nifty 500 · 3.4%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

ValueQuest India Inflexion Fund

43.3% • vol 24.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

4.14%

5.92%

6 Months

12.88%

47.82%

1 Year

0.59%

43.33%

3 Years

—

5 Years

—

Since Inception

6.12%

48.04%

Fund Age

14 mo

AUM

₹29 Cr

—

Alpha – 1 Year

−2.78%

40.35%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

23.29%

24.49%

Volatility – 3 Years

—

Beta – 1 Year

1.16

1.00

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.11

1.38

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−18.39%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

S 100%

L 7% · M 5% · S 87%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

20% of profit, above 6%

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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