Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Nippon - (Empowered India)
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
Nippon - (Empowered India)
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3.4%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.36%
−0.82%
6 Months
10.52%
5.72%
1 Year
4.14%
1.32%
3 Years
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5 Years
—
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Since Inception
17.49%
1.83%
Fund Age
2 yrs 10 mo
12 mo
AUM
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—
Alpha – 1 Year
0.77%
−1.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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Volatility – 1 Year
25.82%
17.16%
Volatility – 3 Years
—
—
Beta – 1 Year
1.40
0.93
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
-0.18
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.99%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 0% · M 16% · S 75%
L 23% · M 17% · S 47%
Number of Stocks
54
51
Portfolio P/E
33.41
35.98
Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Cash & Cash Equivalent · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
Fixed Fee
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Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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