Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Northern Arc Money Market Alpha Fund
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
Northern Arc Money Market Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.36%
8.60%
6 Months
10.52%
9.38%
1 Year
4.14%
9.19%
3 Years
—
9.65%
5 Years
—
9.51%
Since Inception
17.49%
9.50%
Fund Age
2 yrs 10 mo
7 yrs 6 mo
AUM
—
₹760 Cr
Alpha – 1 Year
0.77%
3.16%
Alpha – 3 Years
—
2.87%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.82%
1.92%
Volatility – 3 Years
—
6.95%
Beta – 1 Year
1.40
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
52.26
Sharpe Ratio – 3 Years
—
14.31
Worst Rolling Year
—
9.06%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−20.99%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · M 16% · S 75%
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Number of Stocks
54
—
Portfolio P/E
33.41
—
Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
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Fixed Fee
—
—
Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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