Alternative Investment Funds (AIF)Compare Schemes
BCAD vs Nippon - The 5 Trillion Dollar Opportunity
Add SchemeGrowth of ₹1 Crore
BCAD
Nippon - The 5 Trillion Dollar Opportunity
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%
1.65%
6 Months
7.97%
2.29%
1 Year
3.52%
−0.68%
3 Years
10.44%
11.13%
5 Years
—
11.10%
Since Inception
10.90%
17.68%
Fund Age
4 yrs 11 mo
1 yr 11 mo
AUM
—
—
Alpha – 1 Year
0.54%
−3.08%
Alpha – 3 Years
−1.45%
−0.07%
Information Ratio – 3 Years
-0.09
-0.09
Volatility – 1 Year
16.33%
14.64%
Volatility – 3 Years
15.51%
13.98%
Beta – 1 Year
0.89
0.82
Beta – 3 Years
0.92
0.88
Sharpe Ratio – 1 Year
-0.06
-0.45
Sharpe Ratio – 3 Years
0.37
0.42
Worst Rolling Year
8.48%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−16.99%
—
Recovery Period
518 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.54%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 39% · M 15% · S 42%
Number of Stocks
—
41
Portfolio P/E
—
31.71
Top 5 Holdings
—
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
Top Sectors
—
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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