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Vallum Multi Activa Strategy vs Vansh Equity Multi Cap Approach

Vallum Multi Activa Strategy

Vansh Equity Multi Cap Approach

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Growth of ₹1 Crore

Vallum Multi Activa Strategy

Vansh Equity Multi Cap Approach

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

Nifty 500 · 7.5%

Vallum Multi Activa Strategy

28.3% • vol 13.8%

10%

20%

Volatility • 1 yr deviation

1 Month

1.82%

−0.14%

6 Months

3.61%

6.34%

1 Year

28.29%

—

3 Years

—

5 Years

—

Since Inception

23.99%

5.82%

Fund Age

19 mo

6 mo

AUM

₹14.97 Cr

₹15.37 Cr

Alpha – 1 Year

20.75%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

13.84%

—

Volatility – 3 Years

—

Beta – 1 Year

0.77

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.50

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−7.02%

—

Recovery Period

Not yet recovered

—

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

—

Tech Mahindra Ltd · 4.43%

ICICI Bank Ltd · 3.56%

Fortis Healthcare Ltd · 3.00%

Hatsun Agro Product Ltd · 2.84%

Tata Consumer Products Ltd · 2.73%

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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