Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
Incred-Emerging Business Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
7.88%
6 Months
8.18%
11.46%
1 Year
3.90%
2.58%
3 Years
—
12.19%
5 Years
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—
Since Inception
28.15%
14.67%
Fund Age
3 yrs
4 yrs 4 mo
AUM
₹169 Cr
₹465 Cr
Alpha – 1 Year
−2.45%
−0.40%
Alpha – 3 Years
—
0.30%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
29.52%
23.22%
Volatility – 3 Years
41.58%
18.88%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.09
-0.02
Sharpe Ratio – 3 Years
0.66
0.51
Worst Rolling Year
29.06%
11.07%
Value at Worst Rolling Year
₹1.29 Cr
₹1.11 Cr
Deepest Drawdown
−16.43%
−25.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
17.39%
5-Year Rolling Windows Positive
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Market-Cap Mix
S 34%
L 46% · M 24% · S 30%
Number of Stocks
27
27
Portfolio P/E
17.10
37.00
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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