Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Incred-Emerging Business Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
7.88%
6 Months
3.47%
11.46%
1 Year
1.75%
2.58%
3 Years
13.37%
12.19%
5 Years
—
—
Since Inception
15.09%
14.67%
Fund Age
3 yrs 2 mo
4 yrs 4 mo
AUM
₹565.02 Cr
₹465 Cr
Alpha – 1 Year
−0.83%
−0.40%
Alpha – 3 Years
1.23%
0.30%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
13.85%
23.22%
Volatility – 3 Years
14.55%
18.88%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.20
-0.02
Sharpe Ratio – 3 Years
0.55
0.51
Worst Rolling Year
12.68%
11.07%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−16.91%
−25.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
17.39%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 25% · S 20%
L 46% · M 24% · S 30%
Number of Stocks
—
27
Portfolio P/E
—
37.00
Top 5 Holdings
—
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
—
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—