Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs IKIGAI Small Cap Fund
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
IKIGAI Small Cap 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%
5.04%
6 Months
22.78%
—
1 Year
17.46%
—
3 Years
21.45%
—
5 Years
—
—
Since Inception
15.58%
27.03%
Fund Age
3 yrs
5 mo
AUM
₹42.68 Cr
₹3,837 Cr
Alpha – 1 Year
15.94%
—
Alpha – 3 Years
5.92%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.94%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.02
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
—
Sharpe Ratio – 3 Years
—
—
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 6% · M 16% · S 76%
Number of Stocks
—
48
Portfolio P/E
—
28.00
Top 5 Holdings
—
Other Equities · 9.83%
Cash & Cash Equivalent · 8.70%
Kajaria Ceramics Ltd · 3.85%
ALKYL AMINES CHEMICALS LTD · 3.80%
AIA ENGINEERING LTD · 3.17%
Top Sectors
—
Financial Services · 12.03%
Chemicals · 11.26%
Capital Goods · 11.06%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—