Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs Profusion All Weather Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
Profusion All Weather 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%
0.84%
6 Months
8.26%
9.01%
1 Year
4.50%
12.22%
3 Years
10.05%
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5 Years
—
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Since Inception
10.10%
12.00%
Fund Age
4 yrs 5 mo
13 mo
AUM
₹60.73 Cr
₹64.49 Cr
Alpha – 1 Year
4.93%
12.59%
Alpha – 3 Years
1.48%
—
Information Ratio – 3 Years
0.19
—
Volatility – 1 Year
15.08%
9.50%
Volatility – 3 Years
14.98%
—
Beta – 1 Year
0.81
0.50
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.02
0.69
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
7.06%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−22.08%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.56%
—
5-Year Rolling Windows Positive
—
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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%
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
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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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