Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
Taksh India Enterprising 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%
6.14%
6 Months
22.78%
25.35%
1 Year
17.46%
19.51%
3 Years
21.45%
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5 Years
—
—
Since Inception
15.58%
10.22%
Fund Age
3 yrs
1 yr 11 mo
AUM
₹42.68 Cr
₹553.62 Cr
Alpha – 1 Year
15.94%
16.14%
Alpha – 3 Years
5.92%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.94%
16.04%
Volatility – 3 Years
—
—
Beta – 1 Year
1.02
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
-6.05%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−12.78%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
70.47%
Median Rolling Year
—
3.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 18% · S 41%
Number of Stocks
—
25
Portfolio P/E
—
48.00
Top 5 Holdings
—
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
—
Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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