Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Prudent Equity ACE Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
−2.40%
6 Months
11.46%
4.20%
1 Year
2.58%
−1.50%
3 Years
12.19%
17.60%
5 Years
—
—
Since Inception
14.67%
23.60%
Fund Age
4 yrs 4 mo
3 yrs 7 mo
AUM
₹465 Cr
—
Alpha – 1 Year
−0.40%
−3.50%
Alpha – 3 Years
0.30%
6.90%
Information Ratio – 3 Years
0.09
0.28
Volatility – 1 Year
23.22%
23.18%
Volatility – 3 Years
18.88%
24.12%
Beta – 1 Year
1.13
1.17
Beta – 3 Years
0.97
1.20
Sharpe Ratio – 1 Year
-0.02
-0.20
Sharpe Ratio – 3 Years
0.51
0.56
Worst Rolling Year
11.07%
17.56%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−25.01%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
27.42%
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%
—
Top Sectors
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
—
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%