Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
4.52%
6 Months
7.54%
8.26%
1 Year
10.79%
4.50%
3 Years
13.32%
10.05%
5 Years
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Since Inception
15.88%
10.10%
Fund Age
4 yrs 8 mo
4 yrs 5 mo
AUM
₹2,666.69 Cr
₹60.73 Cr
Alpha – 1 Year
9.27%
4.93%
Alpha – 3 Years
3.22%
1.48%
Information Ratio – 3 Years
0.24
0.19
Volatility – 1 Year
21.79%
15.08%
Volatility – 3 Years
17.73%
14.98%
Beta – 1 Year
1.25
0.81
Beta – 3 Years
1.07
0.93
Sharpe Ratio – 1 Year
0.32
-0.02
Sharpe Ratio – 3 Years
0.48
0.35
Worst Rolling Year
13.01%
7.06%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−23.31%
−22.08%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 47% · M 25% · S 26%
L 31% · M 22% · S 40%
Number of Stocks
31
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Portfolio P/E
23.45
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Top 5 Holdings
Sun Pharmaceutical Industries Ltd · 5.72%
Oracle Financial Services Software Ltd · 5.23%
IIFL Finance Ltd · 5.12%
Bharti Airtel Ltd · 4.95%
PNB Housing Finance Ltd · 4.89%
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 · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
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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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