Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
4.52%
6 Months
6.80%
8.26%
1 Year
2.38%
4.50%
3 Years
13.18%
10.05%
5 Years
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Since Inception
14.39%
10.10%
Fund Age
4 yrs 7 mo
4 yrs 5 mo
AUM
₹196.51 Cr
₹60.73 Cr
Alpha – 1 Year
−1.17%
4.93%
Alpha – 3 Years
−0.04%
1.48%
Information Ratio – 3 Years
-0.04
0.19
Volatility – 1 Year
16.17%
15.08%
Volatility – 3 Years
16.05%
14.98%
Beta – 1 Year
0.85
0.81
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
-0.11
-0.02
Sharpe Ratio – 3 Years
0.52
0.35
Worst Rolling Year
12.74%
7.06%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−19.54%
−22.08%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
L 31% · M 22% · S 40%
Number of Stocks
31
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Portfolio P/E
40.67
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Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
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 · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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