Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Matterhorn India Fund
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 7.6%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.00%
3.36%
6 Months
15.47%
10.52%
1 Year
3.91%
4.14%
3 Years
—
—
5 Years
—
—
Since Inception
50.76%
17.49%
Fund Age
3 yrs
2 yrs 10 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
0.77%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.22%
25.82%
Volatility – 3 Years
26.92%
—
Beta – 1 Year
0.97
1.40
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.06
Sharpe Ratio – 3 Years
1.48
—
Worst Rolling Year
50.56%
—
Value at Worst Rolling Year
₹1.51 Cr
—
Deepest Drawdown
−22.57%
−20.99%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
50.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 0% · M 16% · S 75%
Number of Stocks
74
54
Portfolio P/E
—
33.41
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%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
0% / 0% / 0%