Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Negen Undiscovered Value Fund
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
Negen Undiscovered Value Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
35%
Nifty 500 · 15.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.84%
−0.23%
6 Months
22.78%
19.91%
1 Year
17.46%
7.30%
3 Years
21.45%
28.09%
5 Years
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—
Since Inception
15.58%
27.99%
Fund Age
3 yrs
3 yrs
AUM
₹42.68 Cr
₹907.79 Cr
Alpha – 1 Year
15.94%
4.32%
Alpha – 3 Years
5.92%
16.19%
Information Ratio – 3 Years
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Volatility – 1 Year
20.94%
24.79%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
1.02
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
0.18
Sharpe Ratio – 3 Years
—
1.03
Worst Rolling Year
—
28.09%
Value at Worst Rolling Year
—
₹1.28 Cr
Deepest Drawdown
—
−21.22%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
—
Top 5 Holdings
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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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