Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
Prudent Equity ACE Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
−2.40%
6 Months
10.52%
4.20%
1 Year
4.14%
−1.50%
3 Years
—
17.60%
5 Years
—
—
Since Inception
17.49%
23.60%
Fund Age
2 yrs 10 mo
3 yrs 7 mo
AUM
—
—
Alpha – 1 Year
0.77%
−3.50%
Alpha – 3 Years
—
6.90%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
25.82%
23.18%
Volatility – 3 Years
—
24.12%
Beta – 1 Year
1.40
1.17
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.06
-0.20
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
17.56%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−20.99%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 0% · M 16% · S 75%
—
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
—
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
—
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
15% of profit, above 9%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%