Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Profusion All Weather Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Profusion All Weather 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%
0.84%
6 Months
11.46%
9.01%
1 Year
2.58%
12.22%
3 Years
12.19%
—
5 Years
—
—
Since Inception
14.67%
12.00%
Fund Age
4 yrs 4 mo
13 mo
AUM
₹465 Cr
₹64.49 Cr
Alpha – 1 Year
−0.40%
12.59%
Alpha – 3 Years
0.30%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
23.22%
9.50%
Volatility – 3 Years
18.88%
—
Beta – 1 Year
1.13
0.50
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.02
0.69
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
11.07%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−25.01%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.39%
—
5-Year Rolling Windows Positive
—
—
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%
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
Top Sectors
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
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