Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.52%
0.40%
6 Months
8.26%
4.71%
1 Year
4.50%
9.48%
3 Years
10.05%
5.09%
5 Years
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7.27%
Since Inception
10.10%
7.18%
Fund Age
4 yrs 5 mo
5 yrs 9 mo
AUM
₹60.73 Cr
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Alpha – 1 Year
4.93%
7.96%
Alpha – 3 Years
1.48%
−5.01%
Information Ratio – 3 Years
0.19
-0.38
Volatility – 1 Year
15.08%
1.59%
Volatility – 3 Years
14.98%
6.50%
Beta – 1 Year
0.81
0.04
Beta – 3 Years
0.93
-0.12
Sharpe Ratio – 1 Year
-0.02
2.33
Sharpe Ratio – 3 Years
0.35
-0.03
Worst Rolling Year
7.06%
5.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−22.08%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
8.68%
5-Year Rolling Windows Positive
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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%
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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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