Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Nippon - (R.I.S.E)
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
Nippon - (R.I.S.E)
Return for the risk
1 yr return
0%
5%
10%
NIFTY Smallcap 250 Index · 6.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.27%
0.17%
6 Months
18.61%
5.06%
1 Year
6.60%
4.68%
3 Years
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—
5 Years
—
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Since Inception
70.59%
9.00%
Fund Age
19 mo
17 mo
AUM
₹589 Cr
—
Alpha – 1 Year
0.33%
2.28%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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Volatility – 1 Year
31.55%
19.59%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.34
0.09
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
−23.49%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
S 88%
L 32% · M 20% · S 39%
Number of Stocks
—
47
Portfolio P/E
—
33.73
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%
Cash & Cash Equivalent · 9.40%
ICICI Bank Ltd · 4.96%
HDFC Bank Ltd · 3.58%
Delhivery Ltd · 3.25%
Edelweiss Financial Services Ltd · 3.16%
Top Sectors
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Financial Services · 34.33%
Capital Goods · 11.68%
Healthcare · 7.90%
Fixed Fee
—
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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