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Rational Equity Flagship Fund I - Rational Equity Trust

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Rational Equity Flagship Fund I - Rational Equity Trust

Benchmark

NIFTY 500 TRI

Inception Date

Mar 2023

Min. Investment

1,00,00,000

AUM (Cr.)

103

Investment Performance

Investment Details

We are a fresh, new boutique investment firm aiming to provide high returns to our investors with highly favourable terms for our investors. We have high skin in the game in our flagship fund - more than 50% of the total contribution will be from the investment manager. We are a fundamental long only equity strategy fund with a sector agnostic & flexicap approach.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks0
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age1 Yrs, 11 Months
SIPNot Available
STPNot Available

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception42.16%20.34%
1 Month-7.92%-7.79%
1 YearNDND
3 Months-4.57%-12.20%
6 Months-11.66%-15.96%
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