Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.00%
4.52%
6 Months
15.47%
8.26%
1 Year
3.91%
4.50%
3 Years
—
10.05%
5 Years
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Since Inception
50.76%
10.10%
Fund Age
3 yrs
4 yrs 5 mo
AUM
₹538 Cr
₹60.73 Cr
Alpha – 1 Year
−3.73%
4.93%
Alpha – 3 Years
—
1.48%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
25.22%
15.08%
Volatility – 3 Years
26.92%
14.98%
Beta – 1 Year
0.97
0.81
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.05
-0.02
Sharpe Ratio – 3 Years
1.48
0.35
Worst Rolling Year
50.56%
7.06%
Value at Worst Rolling Year
₹1.51 Cr
₹1.07 Cr
Deepest Drawdown
−22.57%
−22.08%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 31% · M 22% · S 40%
Number of Stocks
74
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Portfolio P/E
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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%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
20% of profit, above 12%
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Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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