Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
4.52%
6 Months
11.89%
8.26%
1 Year
7.39%
4.50%
3 Years
13.60%
10.05%
5 Years
11.50%
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Since Inception
13.94%
10.10%
Fund Age
6 yrs 8 mo
4 yrs 5 mo
AUM
₹134.68 Cr
₹60.73 Cr
Alpha – 1 Year
8.81%
4.93%
Alpha – 3 Years
5.90%
1.48%
Information Ratio – 3 Years
0.41
0.19
Volatility – 1 Year
19.90%
15.08%
Volatility – 3 Years
17.79%
14.98%
Beta – 1 Year
1.00
0.81
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
0.18
-0.02
Sharpe Ratio – 3 Years
0.47
0.35
Worst Rolling Year
7.35%
7.06%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−20.98%
−22.08%
Recovery Period
488 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
11.56%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 38% · M 18% · S 37%
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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