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Steptrade Revolution Fund vs Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I

Steptrade Revolution Fund

Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I

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Growth of ₹1 Crore

Steptrade Revolution Fund

Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I

Return for the risk

1 yr return

-15%

-10%

-5%

10%

Nifty 500 · 5.2%

Steptrade Revolution Fund

-10.5% • vol 34.3%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

1.11%

—

6 Months

12.07%

—

1 Year

−10.50%

—

3 Years

—

5 Years

—

Since Inception

10.88%

—

Fund Age

2 yrs 2 mo

—

AUM

₹167 Cr

—

Alpha – 1 Year

−15.69%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.34%

—

Volatility – 3 Years

—

Beta – 1 Year

1.61

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.25

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−31.60%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 1% · S 57%

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Number of Stocks

—

Portfolio P/E

22.59

—

Top 5 Holdings

Cash & Cash Equivalent · 10.19%

Aditya Ultra Steel Ltd · 6.77%

Fujiyama Power Systems Ltd · 4.10%

Globe Civil Projects Ltd · 3.65%

Trom Industries Ltd · 3.29%

—

Top Sectors

Capital Goods · 41.73%

Construction · 8.13%

Healthcare · 5.85%

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Fixed Fee

—

Performance Fee / Plan

Variable Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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