Alternative Investment Funds (AIF)Compare Schemes
Finideas Growth Fund Scheme-1 vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Finideas Growth Fund Scheme-1
Prudent Equity ACE Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 7.4%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.52%
−2.40%
6 Months
−5.84%
4.20%
1 Year
−9.36%
−1.50%
3 Years
−0.81%
17.60%
5 Years
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Since Inception
1.31%
23.60%
Fund Age
3 yrs 2 mo
3 yrs 7 mo
AUM
—
—
Alpha – 1 Year
−8.74%
−3.50%
Alpha – 3 Years
−8.21%
6.90%
Information Ratio – 3 Years
-0.92
0.28
Volatility – 1 Year
7.34%
23.18%
Volatility – 3 Years
12.42%
24.12%
Beta – 1 Year
0.25
1.17
Beta – 3 Years
0.67
1.20
Sharpe Ratio – 1 Year
-2.04
-0.20
Sharpe Ratio – 3 Years
-0.44
0.56
Worst Rolling Year
-0.81%
17.56%
Value at Worst Rolling Year
₹0.99 Cr
₹1.18 Cr
Deepest Drawdown
−13.98%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
58.97%
100.00%
Median Rolling Year
1.91%
27.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
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3.75% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%