Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Nippon - (R.I.S.E)
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Nippon - (R.I.S.E)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
0.17%
6 Months
11.46%
5.06%
1 Year
2.58%
4.68%
3 Years
12.19%
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5 Years
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Since Inception
14.67%
9.00%
Fund Age
4 yrs 4 mo
17 mo
AUM
₹465 Cr
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Alpha – 1 Year
−0.40%
2.28%
Alpha – 3 Years
0.30%
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Information Ratio – 3 Years
0.09
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Volatility – 1 Year
23.22%
19.59%
Volatility – 3 Years
18.88%
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Beta – 1 Year
1.13
1.05
Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.02
0.09
Sharpe Ratio – 3 Years
0.51
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Worst Rolling Year
11.07%
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Value at Worst Rolling Year
₹1.11 Cr
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Deepest Drawdown
−25.01%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
17.39%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 24% · S 30%
L 32% · M 20% · S 39%
Number of Stocks
27
47
Portfolio P/E
37.00
33.73
Top 5 Holdings
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%
Cash & Cash Equivalent · 9.40%
ICICI Bank Ltd · 4.96%
HDFC Bank Ltd · 3.58%
Delhivery Ltd · 3.25%
Edelweiss Financial Services Ltd · 3.16%
Top Sectors
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Financial Services · 34.33%
Capital Goods · 11.68%
Healthcare · 7.90%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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