Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Buoyant Opportunities Strategy I
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Buoyant Opportunities Strategy I
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.00%
1.91%
6 Months
15.47%
7.02%
1 Year
3.91%
12.60%
3 Years
—
17.44%
5 Years
—
—
Since Inception
50.76%
20.23%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹538 Cr
₹2,497.88 Cr
Alpha – 1 Year
−3.73%
9.62%
Alpha – 3 Years
—
5.55%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.22%
17.96%
Volatility – 3 Years
26.92%
14.91%
Beta – 1 Year
0.97
1.01
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.05
0.45
Sharpe Ratio – 3 Years
1.48
0.78
Worst Rolling Year
50.56%
18.59%
Value at Worst Rolling Year
₹1.51 Cr
₹1.19 Cr
Deepest Drawdown
−22.57%
−15.14%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
22.43%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 56% · M 20% · S 20%
Number of Stocks
74
37
Portfolio P/E
—
24.82
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%
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
0% / 0% / 0%