Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Buoyant Opportunities Strategy I
Add SchemeReturn for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 15.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.84%
1.91%
6 Months
22.78%
7.02%
1 Year
17.46%
12.60%
3 Years
21.45%
17.44%
5 Years
—
—
Since Inception
15.58%
20.23%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹42.68 Cr
₹2,497.88 Cr
Alpha – 1 Year
15.94%
9.62%
Alpha – 3 Years
5.92%
5.55%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.94%
17.96%
Volatility – 3 Years
—
14.91%
Beta – 1 Year
1.02
1.01
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.61
0.45
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
18.59%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−15.14%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.43%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 56% · M 20% · S 20%
Number of Stocks
—
37
Portfolio P/E
—
24.82
Top 5 Holdings
—
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%