Alternative Investment Funds (AIF)Compare Schemes
BCAD vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
BCAD
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
4.52%
6 Months
7.97%
8.26%
1 Year
3.52%
4.50%
3 Years
10.44%
10.05%
5 Years
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Since Inception
10.90%
10.10%
Fund Age
4 yrs 11 mo
4 yrs 5 mo
AUM
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₹60.73 Cr
Alpha – 1 Year
0.54%
4.93%
Alpha – 3 Years
−1.45%
1.48%
Information Ratio – 3 Years
-0.09
0.19
Volatility – 1 Year
16.33%
15.08%
Volatility – 3 Years
15.51%
14.98%
Beta – 1 Year
0.89
0.81
Beta – 3 Years
0.92
0.93
Sharpe Ratio – 1 Year
-0.06
-0.02
Sharpe Ratio – 3 Years
0.37
0.35
Worst Rolling Year
8.48%
7.06%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−16.99%
−22.08%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.54%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 31% · M 22% · S 40%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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