Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
3.18%
6 Months
15.47%
1.31%
1 Year
3.91%
5.72%
3 Years
—
15.69%
5 Years
—
17.06%
Since Inception
50.76%
18.15%
Fund Age
3 yrs
5 yrs 3 mo
AUM
₹538 Cr
₹1,828 Cr
Alpha – 1 Year
−3.73%
6.15%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
1.44
Volatility – 1 Year
25.22%
18.93%
Volatility – 3 Years
26.92%
15.01%
Beta – 1 Year
0.97
1.16
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.05
0.10
Sharpe Ratio – 3 Years
1.48
0.66
Worst Rolling Year
50.56%
13.67%
Value at Worst Rolling Year
₹1.51 Cr
₹1.14 Cr
Deepest Drawdown
−22.57%
−16.27%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
21.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
74
—
Portfolio P/E
—
—
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%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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