Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Steptrade Revolution Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 7.6%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.00%
1.11%
6 Months
15.47%
12.07%
1 Year
3.91%
−10.50%
3 Years
—
—
5 Years
—
—
Since Inception
50.76%
10.88%
Fund Age
3 yrs
2 yrs 2 mo
AUM
₹538 Cr
₹167 Cr
Alpha – 1 Year
−3.73%
−15.69%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.22%
34.34%
Volatility – 3 Years
26.92%
—
Beta – 1 Year
0.97
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
-0.25
Sharpe Ratio – 3 Years
1.48
—
Worst Rolling Year
50.56%
—
Value at Worst Rolling Year
₹1.51 Cr
—
Deepest Drawdown
−22.57%
−31.60%
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
—
M 1% · S 57%
Number of Stocks
74
80
Portfolio P/E
—
22.59
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 · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
0% / 0% / 0%