Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs NEXUS EQUITY GROWTH FUND SCH 1
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
NEXUS EQUITY GROWTH FUND SCH 1
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 3.4%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.36%
1.48%
6 Months
10.52%
19.10%
1 Year
4.14%
17.77%
3 Years
—
—
5 Years
—
—
Since Inception
17.49%
28.53%
Fund Age
2 yrs 10 mo
19 mo
AUM
—
₹332.12 Cr
Alpha – 1 Year
0.77%
13.25%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.82%
23.73%
Volatility – 3 Years
—
—
Beta – 1 Year
1.40
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
0.57
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.99%
−13.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 0% · M 16% · S 75%
S 61%
Number of Stocks
54
50
Portfolio P/E
33.41
28.50
Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Fixed Fee
—
—
Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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