Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.27%
4.52%
6 Months
18.61%
8.26%
1 Year
6.60%
4.50%
3 Years
—
10.05%
5 Years
—
—
Since Inception
70.59%
10.10%
Fund Age
19 mo
4 yrs 5 mo
AUM
₹589 Cr
₹60.73 Cr
Alpha – 1 Year
0.33%
4.93%
Alpha – 3 Years
—
1.48%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
31.55%
15.08%
Volatility – 3 Years
—
14.98%
Beta – 1 Year
1.29
0.81
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.34
-0.02
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
7.06%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−23.49%
−22.08%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 88%
L 31% · M 22% · S 40%
Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
Shree Refrigerations Ltd · 4.06%
Beezaasan Explotech Ltd · 2.67%
Accent Microcell Ltd · 2.33%
Cash UR Drive Marketing Limited · 2.28%
Amanta Healthcare Ltd · 2.13%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Top Sectors
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Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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