Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Incred-Emerging Business Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
7.88%
6 Months
15.47%
11.46%
1 Year
3.91%
2.58%
3 Years
—
12.19%
5 Years
—
—
Since Inception
50.76%
14.67%
Fund Age
3 yrs
4 yrs 4 mo
AUM
₹538 Cr
₹465 Cr
Alpha – 1 Year
−3.73%
−0.40%
Alpha – 3 Years
—
0.30%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
25.22%
23.22%
Volatility – 3 Years
26.92%
18.88%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.05
-0.02
Sharpe Ratio – 3 Years
1.48
0.51
Worst Rolling Year
50.56%
11.07%
Value at Worst Rolling Year
₹1.51 Cr
₹1.11 Cr
Deepest Drawdown
−22.57%
−25.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
17.39%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 46% · M 24% · S 30%
Number of Stocks
74
27
Portfolio P/E
—
37.00
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%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
—
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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