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InCred Credit Opportunities Fund III vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

InCred Credit Opportunities Fund III

Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

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Growth of ₹1 Crore

InCred Credit Opportunities Fund III

Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

Return for the risk

3 yrs return

10%

15%

20%

Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

15.7% • vol 15%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

3.18%

6 Months

—

1.31%

1 Year

—

5.72%

3 Years

—

15.69%

5 Years

—

17.06%

Since Inception

—

18.15%

Fund Age

—

5 yrs 3 mo

AUM

—

₹1,828 Cr

Alpha – 1 Year

—

6.15%

Alpha – 3 Years

—

7.12%

Information Ratio – 3 Years

—

1.44

Volatility – 1 Year

—

18.93%

Volatility – 3 Years

—

15.01%

Beta – 1 Year

—

1.16

Beta – 3 Years

—

1.04

Sharpe Ratio – 1 Year

—

0.10

Sharpe Ratio – 3 Years

—

0.66

Worst Rolling Year

—

13.67%

Value at Worst Rolling Year

—

₹1.14 Cr

Deepest Drawdown

—

−16.27%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

21.76%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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)

—

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