Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
3.18%
6 Months
2.63%
1.31%
1 Year
3.23%
5.72%
3 Years
9.96%
15.69%
5 Years
19.65%
17.06%
Since Inception
21.25%
18.15%
Fund Age
7 yrs 4 mo
5 yrs 3 mo
AUM
₹877.78 Cr
₹1,828 Cr
Alpha – 1 Year
4.78%
6.15%
Alpha – 3 Years
2.69%
7.12%
Information Ratio – 3 Years
0.01
1.44
Volatility – 1 Year
2.24%
18.93%
Volatility – 3 Years
12.79%
15.01%
Beta – 1 Year
0.11
1.16
Beta – 3 Years
0.33
1.04
Sharpe Ratio – 1 Year
-0.98
0.10
Sharpe Ratio – 3 Years
0.37
0.66
Worst Rolling Year
9.97%
13.67%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−13.39%
−16.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
21.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · S 26%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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