Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
4.04%
6 Months
11.46%
14.10%
1 Year
2.58%
7.50%
3 Years
12.19%
22.84%
5 Years
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Since Inception
14.67%
23.58%
Fund Age
4 yrs 4 mo
4 yrs 5 mo
AUM
₹465 Cr
₹1,282.88 Cr
Alpha – 1 Year
−0.40%
4.52%
Alpha – 3 Years
0.30%
10.95%
Information Ratio – 3 Years
0.09
0.98
Volatility – 1 Year
23.22%
21.85%
Volatility – 3 Years
18.88%
16.29%
Beta – 1 Year
1.13
1.19
Beta – 3 Years
0.97
0.92
Sharpe Ratio – 1 Year
-0.02
0.18
Sharpe Ratio – 3 Years
0.51
0.98
Worst Rolling Year
11.07%
22.35%
Value at Worst Rolling Year
₹1.11 Cr
₹1.22 Cr
Deepest Drawdown
−25.01%
−17.55%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
28.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 24% · S 30%
L 23% · M 12% · S 64%
Number of Stocks
27
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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%
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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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