Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Nippon - (Empowered India)
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Nippon - (Empowered India)
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 7.6%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.00%
−0.82%
6 Months
15.47%
5.72%
1 Year
3.91%
1.32%
3 Years
—
—
5 Years
—
—
Since Inception
50.76%
1.83%
Fund Age
3 yrs
12 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
−1.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.22%
17.16%
Volatility – 3 Years
26.92%
—
Beta – 1 Year
0.97
0.93
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
-0.18
Sharpe Ratio – 3 Years
1.48
—
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 23% · M 17% · S 47%
Number of Stocks
74
51
Portfolio P/E
—
35.98
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 · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
Top Sectors
—
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
—