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a99 Investment AIF Trust - Fund III vs AAA India Equity Fund (AAA AIF - CAT III)

a99 Investment AIF Trust - Fund III

AAA India Equity Fund (AAA AIF - CAT III)

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Growth of ₹1 Crore

a99 Investment AIF Trust - Fund III

AAA India Equity Fund (AAA AIF - CAT III)

Return for the risk

3 yrs return

10%

15%

20%

AAA India Equity Fund (AAA AIF - CAT III)

13.4% • vol 14.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

1.34%

6 Months

—

3.47%

1 Year

—

1.75%

3 Years

—

13.37%

5 Years

—

Since Inception

—

15.09%

Fund Age

—

3 yrs 2 mo

AUM

—

₹565.02 Cr

Alpha – 1 Year

—

−0.83%

Alpha – 3 Years

—

1.23%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

13.85%

Volatility – 3 Years

—

14.55%

Beta – 1 Year

—

0.94

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.20

Sharpe Ratio – 3 Years

—

0.55

Worst Rolling Year

—

12.68%

Value at Worst Rolling Year

—

₹1.13 Cr

Deepest Drawdown

—

−16.91%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

13.95%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 53% · M 25% · S 20%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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