Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs Rising Giants - AIF
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
Rising Giants - AIF
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
0.45%
6 Months
8.26%
−6.89%
1 Year
4.50%
−7.76%
3 Years
10.05%
4.56%
5 Years
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Since Inception
10.10%
−0.23%
Fund Age
4 yrs 5 mo
4 yrs 9 mo
AUM
₹60.73 Cr
₹60.72 Cr
Alpha – 1 Year
4.93%
−7.69%
Alpha – 3 Years
1.48%
−8.90%
Information Ratio – 3 Years
0.19
-0.99
Volatility – 1 Year
15.08%
16.44%
Volatility – 3 Years
14.98%
15.44%
Beta – 1 Year
0.81
0.87
Beta – 3 Years
0.93
0.83
Sharpe Ratio – 1 Year
-0.02
-0.74
Sharpe Ratio – 3 Years
0.35
0.01
Worst Rolling Year
7.06%
-1.67%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
−22.08%
−22.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.63%
Median Rolling Year
11.56%
4.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 22% · S 40%
M 4% · S 80%
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%
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
Top Sectors
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%