Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Northern Arc Money Market Alpha Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Northern Arc Money Market Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
8.60%
6 Months
11.46%
9.38%
1 Year
2.58%
9.19%
3 Years
12.19%
9.65%
5 Years
—
9.51%
Since Inception
14.67%
9.50%
Fund Age
4 yrs 4 mo
7 yrs 6 mo
AUM
₹465 Cr
₹760 Cr
Alpha – 1 Year
−0.40%
3.16%
Alpha – 3 Years
0.30%
2.87%
Information Ratio – 3 Years
0.09
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Volatility – 1 Year
23.22%
1.92%
Volatility – 3 Years
18.88%
6.95%
Beta – 1 Year
1.13
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.02
52.26
Sharpe Ratio – 3 Years
0.51
14.31
Worst Rolling Year
11.07%
9.06%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−25.01%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
9.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 24% · S 30%
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Number of Stocks
27
—
Portfolio P/E
37.00
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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%
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
Top Sectors
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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