Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Steptrade Revolution 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%
1.11%
6 Months
11.46%
12.07%
1 Year
2.58%
−10.50%
3 Years
12.19%
—
5 Years
—
—
Since Inception
14.67%
10.88%
Fund Age
4 yrs 4 mo
2 yrs 2 mo
AUM
₹465 Cr
₹167 Cr
Alpha – 1 Year
−0.40%
−15.69%
Alpha – 3 Years
0.30%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
23.22%
34.34%
Volatility – 3 Years
18.88%
—
Beta – 1 Year
1.13
1.61
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.02
-0.25
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
11.07%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−25.01%
−31.60%
Recovery Period
Not yet recovered
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%
M 1% · S 57%
Number of Stocks
27
80
Portfolio P/E
37.00
22.59
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%
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%