Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
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%
3.18%
6 Months
11.46%
1.31%
1 Year
2.58%
5.72%
3 Years
12.19%
15.69%
5 Years
—
17.06%
Since Inception
14.67%
18.15%
Fund Age
4 yrs 4 mo
5 yrs 3 mo
AUM
₹465 Cr
₹1,828 Cr
Alpha – 1 Year
−0.40%
6.15%
Alpha – 3 Years
0.30%
7.12%
Information Ratio – 3 Years
0.09
1.44
Volatility – 1 Year
23.22%
18.93%
Volatility – 3 Years
18.88%
15.01%
Beta – 1 Year
1.13
1.16
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.02
0.10
Sharpe Ratio – 3 Years
0.51
0.66
Worst Rolling Year
11.07%
13.67%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−25.01%
−16.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
21.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 24% · S 30%
—
Number of Stocks
27
—
Portfolio P/E
37.00
—
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%
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
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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