AIF · Equity · CAT III - LONG SHORT
Avendus Market Neutral Return Fund
IRRSince inception3.25%
1Y return-1.57%
Minimum investment₹1 Crore
Fund age19 mo
Fund Managers
Growth of₹Cr
Avendus Market Neutral Return
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Avendus Market Neutral Return | — | −1.57% | — | — | — | 3.25% |
| NIFTY 50 TRI | −12.67% | 21.30% | — | — | — | 29.78% |
| Excess over benchmark | — | −22.87% | — | — | — | −26.53% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2023.
Risk : What you take on to earn the return
Volatility
10.17%
Benchmark approx 9.25%
A standard deviation reflecting historical swings.
Sensitivity
0.11
Beta vs benchmark 1.00 · 89% less reactive
How strongly the scheme moves with the index.
Risk-reward
−2.04
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
P/E ratio
13.18
P/B ratio
3.40
Dividend yield
0.29%
Avg market cap
₹1.58 L Cr
Median market cap
₹2.69 L Cr
Asset class
Equity
Market cap
Large cap28.18%
Mid cap
Small cap
Cash & others
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