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ValueQuest India Inflexion Fund vs Vedartha Equity Opportunities Fund

ValueQuest India Inflexion Fund

Vedartha Equity Opportunities Fund

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Growth of ₹1 Crore

ValueQuest India Inflexion Fund

Vedartha Equity Opportunities Fund

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Nifty 500 · 3%

ValueQuest India Inflexion Fund

43.3% • vol 24.5%

Vedartha Equity Opportunities Fund

2.6% • vol 15.1%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.92%

−0.10%

6 Months

47.82%

—

1 Year

43.33%

2.64%

3 Years

—

5 Years

—

Since Inception

48.04%

4.39%

Fund Age

14 mo

15 mo

AUM

—

₹449 Cr

Alpha – 1 Year

40.35%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

24.49%

—

Volatility – 3 Years

—

Beta – 1 Year

1.00

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.38

—

Sharpe Ratio – 3 Years

—

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

L 7% · M 5% · S 87%

L 55% · M 5% · S 32%

Number of Stocks

—

Portfolio P/E

—

16.00

Top 5 Holdings

—

InterGlobe Aviation Limited · 9.53%

Larsen & Toubro Limited · 8.72%

HDFC Bank Limited · 8.71%

Infosys Limited · 7.74%

Wipro Limited · 6.88%

Top Sectors

—

Financial Services · 21.85%

Information Technology · 19.91%

Consumer Discretionary · 14.42%

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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