Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Chanakya Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
Chanakya Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 1.5%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.84%
0.47%
6 Months
22.78%
8.18%
1 Year
17.46%
3.90%
3 Years
21.45%
—
5 Years
—
—
Since Inception
15.58%
28.15%
Fund Age
3 yrs
3 yrs
AUM
₹42.68 Cr
₹169 Cr
Alpha – 1 Year
15.94%
−2.45%
Alpha – 3 Years
5.92%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.94%
29.52%
Volatility – 3 Years
—
41.58%
Beta – 1 Year
1.02
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
0.09
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
29.06%
Value at Worst Rolling Year
—
₹1.29 Cr
Deepest Drawdown
—
−16.43%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.06%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 34%
Number of Stocks
—
27
Portfolio P/E
—
17.10
Top 5 Holdings
—
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
Top Sectors
—
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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