Alternative Investment Funds (AIF)Compare Schemes
Generational Capital Breakout Fund 1 vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Generational Capital Breakout Fund 1
Incred-Emerging Business Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−6.22%
7.88%
6 Months
−4.90%
11.46%
1 Year
−15.01%
2.58%
3 Years
—
12.19%
5 Years
—
—
Since Inception
4.98%
14.67%
Fund Age
1 yr 10 mo
4 yrs 4 mo
AUM
₹122.88 Cr
₹465 Cr
Alpha – 1 Year
−22.72%
−0.40%
Alpha – 3 Years
—
0.30%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
21.19%
23.22%
Volatility – 3 Years
—
18.88%
Beta – 1 Year
1.18
1.13
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.92
-0.02
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.07%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−25.89%
−25.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.39%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 48%
L 46% · M 24% · S 30%
Number of Stocks
30
27
Portfolio P/E
35.47
37.00
Top 5 Holdings
Other Funds · 24.83%
PNGS Gargi Fashion Jewellery Ltd · 9.07%
Womancart Ltd · 6.32%
Beta Drugs Ltd. 0.65% DB CONVERT 26/05/2026 INR 1653.40 · 6.22%
Sirca Paints India Ltd · 5.32%
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
Consumer Durables · 18.56%
Consumer Services · 17.65%
Healthcare · 12.53%
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
5% / 3% / 0%
—