Alternative Investment Funds (AIF)Compare Schemes
Accuracap - AlphaGen Next vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - AlphaGen Next
Matterhorn India Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.7%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.90%
3.36%
6 Months
5.00%
10.52%
1 Year
1.70%
4.14%
3 Years
7.90%
—
5 Years
6.00%
—
Since Inception
9.60%
17.49%
Fund Age
7 yrs 7 mo
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
−0.30%
0.77%
Alpha – 3 Years
−2.80%
—
Information Ratio – 3 Years
-0.63
—
Volatility – 1 Year
13.09%
25.82%
Volatility – 3 Years
13.74%
—
Beta – 1 Year
0.71
1.40
Beta – 3 Years
0.80
—
Sharpe Ratio – 1 Year
-0.22
0.06
Sharpe Ratio – 3 Years
0.23
—
Worst Rolling Year
5.51%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−20.17%
−20.99%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.91%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 72% · M 14% · S 13%
L 0% · M 16% · S 75%
Number of Stocks
—
54
Portfolio P/E
—
33.41
Top 5 Holdings
Polycab India Ltd · 6.57%
TVS Motor Company Ltd · 4.70%
Apollo Hospitals Enterprise Ltd · 4.65%
Neuland Laboratories Ltd · 4.46%
Hitachi Energy India Ltd · 4.43%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%