PMS · Equity · Multi Cap
Svobodha AD-ASTRA
Fund size₹23 Cr
IRRSince inception7.20%
1Y return0.09%
Fund age3 yrs
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Svobodha AD ASTRA | — | 0.09% | −1.07% | — | — | 7.20% |
| Nifty 500 | −8.38% | 4.72% | −0.11% | — | — | 11.07% |
| Excess over benchmark | — | −4.63% | −0.96% | — | — | −3.87% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
20.61%
Benchmark approx 15.86%
A standard deviation reflecting historical swings.
Sensitivity
1.11
Beta vs benchmark 1.00 · 11% more reactive
How strongly the scheme moves with the index.
Risk-reward
−0.14
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · SimpleFixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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