Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Rising Giants - AIF
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
Rising Giants - AIF
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
0.45%
6 Months
10.52%
−6.89%
1 Year
4.14%
−7.76%
3 Years
—
4.56%
5 Years
—
—
Since Inception
17.49%
−0.23%
Fund Age
2 yrs 10 mo
4 yrs 9 mo
AUM
—
₹60.72 Cr
Alpha – 1 Year
0.77%
−7.69%
Alpha – 3 Years
—
−8.90%
Information Ratio – 3 Years
—
-0.99
Volatility – 1 Year
25.82%
16.44%
Volatility – 3 Years
—
15.44%
Beta – 1 Year
1.40
0.87
Beta – 3 Years
—
0.83
Sharpe Ratio – 1 Year
0.06
-0.74
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
-1.67%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−20.99%
−22.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
91.63%
Median Rolling Year
—
4.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 0% · M 16% · S 75%
M 4% · S 80%
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
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit, above 9%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%