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Two X Capital Exponential Opportunities Fund vs Yes Alpha Plus Fund

Two X Capital Exponential Opportunities Fund

Yes Alpha Plus Fund

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Growth of ₹1 Crore

Two X Capital Exponential Opportunities Fund

Yes Alpha Plus Fund

Return for the risk

3 yrs return

10%

Yes Alpha Plus Fund

5.1% • vol 6.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

−0.30%

0.40%

6 Months

15.52%

4.71%

1 Year

—

9.48%

3 Years

—

5.09%

5 Years

—

7.27%

Since Inception

13.90%

7.18%

Fund Age

7 mo

5 yrs 9 mo

AUM

—

Alpha – 1 Year

—

7.96%

Alpha – 3 Years

—

−5.01%

Information Ratio – 3 Years

—

-0.38

Volatility – 1 Year

—

1.59%

Volatility – 3 Years

—

6.50%

Beta – 1 Year

—

0.04

Beta – 3 Years

—

-0.12

Sharpe Ratio – 1 Year

—

2.33

Sharpe Ratio – 3 Years

—

-0.03

Worst Rolling Year

—

5.09%

Value at Worst Rolling Year

—

₹1.05 Cr

Deepest Drawdown

—

−8.84%

Recovery Period

—

457 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

8.68%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

L 23% · M 14% · S 55%

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Number of Stocks

—

Portfolio P/E

91.40

—

Top 5 Holdings

Cash & Cash Equivalent · 8.57%

S J S Enterprises Ltd · 4.54%

Laurus Labs Ltd · 4.39%

Senores Pharmaceuticals Ltd · 3.91%

Adani Power Ltd · 3.52%

—

Top Sectors

Capital Goods · 19.52%

Financial Services · 15.68%

Healthcare · 14.13%

—

Fixed Fee

—

Performance Fee / Plan

25% of profit, above 8%

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

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