Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs Northern Arc Money Market Alpha Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
Northern Arc Money Market Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.52%
8.60%
6 Months
8.26%
9.38%
1 Year
4.50%
9.19%
3 Years
10.05%
9.65%
5 Years
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9.51%
Since Inception
10.10%
9.50%
Fund Age
4 yrs 5 mo
7 yrs 6 mo
AUM
₹60.73 Cr
₹760 Cr
Alpha – 1 Year
4.93%
3.16%
Alpha – 3 Years
1.48%
2.87%
Information Ratio – 3 Years
0.19
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Volatility – 1 Year
15.08%
1.92%
Volatility – 3 Years
14.98%
6.95%
Beta – 1 Year
0.81
—
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.02
52.26
Sharpe Ratio – 3 Years
0.35
14.31
Worst Rolling Year
7.06%
9.06%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−22.08%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
9.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 22% · S 40%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
Top Sectors
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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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