Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Emkay - Capital Builder Fund
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
Emkay - Capital Builder Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 1.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.84%
6.84%
6 Months
22.78%
5.01%
1 Year
17.46%
8.78%
3 Years
21.45%
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5 Years
—
—
Since Inception
15.58%
8.70%
Fund Age
3 yrs
2 yrs
AUM
₹42.68 Cr
₹44.9 Cr
Alpha – 1 Year
15.94%
5.80%
Alpha – 3 Years
5.92%
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Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.94%
17.25%
Volatility – 3 Years
—
—
Beta – 1 Year
1.02
0.90
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
0.26
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.50%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 62% · M 17% · S 22%
Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
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Divis Laboratories Ltd · 9.50%
HDFC Bank Ltd · 7.80%
Federal Bank Ltd · 7.60%
Laurus Labs Ltd · 7.60%
ICICI Bank Ltd · 7.30%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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