Alternative Investment Funds (AIF)Compare Schemes
Finideas Growth Fund Scheme-1 vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Finideas Growth Fund Scheme-1
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 7.4%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.52%
3.18%
6 Months
−5.84%
1.31%
1 Year
−9.36%
5.72%
3 Years
−0.81%
15.69%
5 Years
—
17.06%
Since Inception
1.31%
18.15%
Fund Age
3 yrs 2 mo
5 yrs 3 mo
AUM
—
₹1,828 Cr
Alpha – 1 Year
−8.74%
6.15%
Alpha – 3 Years
−8.21%
7.12%
Information Ratio – 3 Years
-0.92
1.44
Volatility – 1 Year
7.34%
18.93%
Volatility – 3 Years
12.42%
15.01%
Beta – 1 Year
0.25
1.16
Beta – 3 Years
0.67
1.04
Sharpe Ratio – 1 Year
-2.04
0.10
Sharpe Ratio – 3 Years
-0.44
0.66
Worst Rolling Year
-0.81%
13.67%
Value at Worst Rolling Year
₹0.99 Cr
₹1.14 Cr
Deepest Drawdown
−13.98%
−16.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
58.97%
100.00%
Median Rolling Year
1.91%
21.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—