Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Rising Giants - AIF
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Rising Giants - AIF
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
0.45%
6 Months
2.63%
−6.89%
1 Year
3.23%
−7.76%
3 Years
9.96%
4.56%
5 Years
19.65%
—
Since Inception
21.25%
−0.23%
Fund Age
7 yrs 4 mo
4 yrs 9 mo
AUM
₹877.78 Cr
₹60.72 Cr
Alpha – 1 Year
4.78%
−7.69%
Alpha – 3 Years
2.69%
−8.90%
Information Ratio – 3 Years
0.01
-0.99
Volatility – 1 Year
2.24%
16.44%
Volatility – 3 Years
12.79%
15.44%
Beta – 1 Year
0.11
0.87
Beta – 3 Years
0.33
0.83
Sharpe Ratio – 1 Year
-0.98
-0.74
Sharpe Ratio – 3 Years
0.37
0.01
Worst Rolling Year
9.97%
-1.67%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−13.39%
−22.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.63%
Median Rolling Year
35.04%
4.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
M 4% · S 80%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%