Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Axis Newgen India Fund - I
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Axis Newgen India Fund - I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.34%
5.84%
6 Months
3.47%
22.78%
1 Year
1.75%
17.46%
3 Years
13.37%
21.45%
5 Years
—
—
Since Inception
15.09%
15.58%
Fund Age
3 yrs 2 mo
3 yrs
AUM
₹565.02 Cr
₹42.68 Cr
Alpha – 1 Year
−0.83%
15.94%
Alpha – 3 Years
1.23%
5.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.85%
20.94%
Volatility – 3 Years
14.55%
—
Beta – 1 Year
0.94
1.02
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.20
0.61
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
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%