Alternative Investment Funds (AIF)Compare Schemes
Finideas Growth Fund Scheme-1 vs Vedartha India Opportunities Fund - Series 1
Add SchemeGrowth of ₹1 Crore
Finideas Growth Fund Scheme-1
Vedartha India Opportunities Fund - Series 1
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 7.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.52%
−0.27%
6 Months
−5.84%
—
1 Year
−9.36%
—
3 Years
−0.81%
—
5 Years
—
—
Since Inception
1.31%
9.33%
Fund Age
3 yrs 2 mo
5 mo
AUM
—
₹135 Cr
Alpha – 1 Year
−8.74%
—
Alpha – 3 Years
−8.21%
—
Information Ratio – 3 Years
-0.92
—
Volatility – 1 Year
7.34%
—
Volatility – 3 Years
12.42%
—
Beta – 1 Year
0.25
—
Beta – 3 Years
0.67
—
Sharpe Ratio – 1 Year
-2.04
—
Sharpe Ratio – 3 Years
-0.44
—
Worst Rolling Year
-0.81%
—
Value at Worst Rolling Year
₹0.99 Cr
—
Deepest Drawdown
−13.98%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
58.97%
—
Median Rolling Year
1.91%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 17% · M 12% · S 40%
Number of Stocks
—
23
Portfolio P/E
—
21.90
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%
Gujarat Pipavav Port Limited · 6.97%
HDFC Bank Limited · 6.81%
SBI Life Insurance Company Limited · 5.32%
PI Industries Limited · 4.51%
Mrs Bectors Food Specialities Limited · 4.00%
Top Sectors
—
Cash & Cash Equivalents · 30.67%
Financial Services · 17.60%
Services · 12.94%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—