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Valcreate Growing India vs Valcreate Recovery Strategy

Valcreate Growing India

Valcreate Recovery Strategy

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Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

Valcreate Growing India

9.5% • vol 21.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

3.18%

8.44%

6 Months

5.18%

34.55%

1 Year

3.95%

23.09%

3 Years

9.49%

—

5 Years

—

Since Inception

13.85%

20.88%

Fund Age

3 yrs 6 mo

14 mo

AUM

₹16.52 Cr

₹1.34 Cr

Alpha – 1 Year

−0.77%

18.37%

Alpha – 3 Years

−2.60%

—

Information Ratio – 3 Years

0.20

—

Volatility – 1 Year

25.52%

—

Volatility – 3 Years

21.32%

—

Beta – 1 Year

1.24

—

Beta – 3 Years

1.16

—

Sharpe Ratio – 1 Year

0.06

—

Sharpe Ratio – 3 Years

0.41

—

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Punjab National Bank · 6.72%

Sharda Cropchem Ltd · 6.30%

Swaraj Engines Ltd · 6.12%

Bank of Baroda · 5.94%

Can Fin Homes Ltd · 5.87%

—

Top Sectors

—

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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