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Aikyam Stressed Assets Fund I vs Nippon - The 5 Trillion Dollar Opportunity

Aikyam Stressed Assets Fund I

Nippon - The 5 Trillion Dollar Opportunity

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Growth of ₹1 Crore

Aikyam Stressed Assets Fund I

Nippon - The 5 Trillion Dollar Opportunity

Return for the risk

3 yrs return

10%

15%

Nippon - The 5 Trillion Dollar Opportunity

11.1% • vol 14%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

1.65%

6 Months

—

2.29%

1 Year

—

−0.68%

3 Years

—

11.13%

5 Years

—

11.10%

Since Inception

—

17.68%

Fund Age

—

1 yr 11 mo

AUM

—

Alpha – 1 Year

—

−3.08%

Alpha – 3 Years

—

−0.07%

Information Ratio – 3 Years

—

-0.09

Volatility – 1 Year

—

14.64%

Volatility – 3 Years

—

13.98%

Beta – 1 Year

—

0.82

Beta – 3 Years

—

0.88

Sharpe Ratio – 1 Year

—

-0.45

Sharpe Ratio – 3 Years

—

0.42

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 39% · M 15% · S 42%

Number of Stocks

—

Portfolio P/E

—

31.71

Top 5 Holdings

—

ICICI Bank Ltd · 5.16%

Healthcare Global Enterprises Ltd · 4.45%

Mahindra & Mahindra Ltd · 4.40%

Coforge Ltd · 4.25%

Cash & Cash Equivalent · 3.80%

Top Sectors

—

Financial Services · 35.44%

Automobile and Auto Components · 11.39%

Healthcare · 9.90%

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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