Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Nippon - Champions 21st Century
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Nippon - Champions 21st Century
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.00%
1.83%
6 Months
15.47%
2.86%
1 Year
3.91%
−0.70%
3 Years
—
10.21%
5 Years
—
11.39%
Since Inception
50.76%
14.50%
Fund Age
3 yrs
10 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
−3.10%
Alpha – 3 Years
—
−0.99%
Information Ratio – 3 Years
—
-0.46
Volatility – 1 Year
25.22%
14.46%
Volatility – 3 Years
26.92%
14.09%
Beta – 1 Year
0.97
0.82
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.05
-0.42
Sharpe Ratio – 3 Years
1.48
0.33
Worst Rolling Year
50.56%
—
Value at Worst Rolling Year
₹1.51 Cr
—
Deepest Drawdown
−22.57%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
50.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 47% · M 8% · S 40%
Number of Stocks
74
41
Portfolio P/E
—
34.07
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%
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
Top Sectors
—
Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
—