Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Prudent Equity ACE Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
−2.40%
6 Months
3.47%
4.20%
1 Year
1.75%
−1.50%
3 Years
13.37%
17.60%
5 Years
—
—
Since Inception
15.09%
23.60%
Fund Age
3 yrs 2 mo
3 yrs 7 mo
AUM
₹565.02 Cr
—
Alpha – 1 Year
−0.83%
−3.50%
Alpha – 3 Years
1.23%
6.90%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
13.85%
23.18%
Volatility – 3 Years
14.55%
24.12%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
-0.20
-0.20
Sharpe Ratio – 3 Years
0.55
0.56
Worst Rolling Year
12.68%
17.56%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−16.91%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
27.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 25% · S 20%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%