Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 15.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.84%
2.39%
6 Months
22.78%
7.53%
1 Year
17.46%
4.35%
3 Years
21.45%
8.80%
5 Years
—
10.81%
Since Inception
15.58%
12.10%
Fund Age
3 yrs
5 yrs 1 mo
AUM
₹42.68 Cr
—
Alpha – 1 Year
15.94%
1.37%
Alpha – 3 Years
5.92%
−3.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
20.94%
16.32%
Volatility – 3 Years
—
14.28%
Beta – 1 Year
1.02
0.89
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.61
0.00
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
7.61%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−15.88%
Recovery Period
—
103 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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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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