Alternative Investment Funds (AIF)Compare Schemes
Abakkus Emerging Opportunities Fund-1 vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Abakkus Emerging Opportunities Fund-1
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
4.52%
6 Months
11.36%
8.26%
1 Year
7.23%
4.50%
3 Years
14.59%
10.05%
5 Years
14.62%
—
Since Inception
27.46%
10.10%
Fund Age
7 yrs 1 mo
4 yrs 5 mo
AUM
₹3,193.67 Cr
₹60.73 Cr
Alpha – 1 Year
5.28%
4.93%
Alpha – 3 Years
3.93%
1.48%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
21.99%
15.08%
Volatility – 3 Years
23.90%
14.98%
Beta – 1 Year
1.18
0.81
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.17
-0.02
Sharpe Ratio – 3 Years
-0.15
0.35
Worst Rolling Year
—
7.06%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−20.78%
−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
—
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Market-Cap Mix
L 11% · M 21% · S 61%
L 31% · M 22% · S 40%
Number of Stocks
25
—
Portfolio P/E
24.41
—
Top 5 Holdings
Cash & Cash Equivalent · 7.14%
Federal Bank Ltd · 6.64%
Dynamatic Technologies Ltd · 6.14%
Carysil Ltd · 5.82%
Sarda Energy & Minerals Ltd · 5.70%
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
Financial Services · 23.62%
Capital Goods · 17.05%
Metals & Mining · 10.75%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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