Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.00%
0.42%
6 Months
15.47%
2.63%
1 Year
3.91%
3.23%
3 Years
—
9.96%
5 Years
—
19.65%
Since Inception
50.76%
21.25%
Fund Age
3 yrs
7 yrs 4 mo
AUM
₹538 Cr
₹877.78 Cr
Alpha – 1 Year
−3.73%
4.78%
Alpha – 3 Years
—
2.69%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
25.22%
2.24%
Volatility – 3 Years
26.92%
12.79%
Beta – 1 Year
0.97
0.11
Beta – 3 Years
—
0.33
Sharpe Ratio – 1 Year
0.05
-0.98
Sharpe Ratio – 3 Years
1.48
0.37
Worst Rolling Year
50.56%
9.97%
Value at Worst Rolling Year
₹1.51 Cr
₹1.10 Cr
Deepest Drawdown
−22.57%
−13.39%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
35.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 4% · S 26%
Number of Stocks
74
—
Portfolio P/E
—
—
Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Top Sectors
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—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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