Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs SMART HORIZON OPPORTUNITY FUND
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
SMART HORIZON OPPORTUNITY FUND
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 3.4%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.36%
0.90%
6 Months
10.52%
26.80%
1 Year
4.14%
21.10%
3 Years
—
—
5 Years
—
—
Since Inception
17.49%
19.10%
Fund Age
2 yrs 10 mo
10 mo
AUM
—
—
Alpha – 1 Year
0.77%
15.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.82%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.40
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.99%
—
Recovery Period
Not yet recovered
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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%
S 96%
Number of Stocks
54
35
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
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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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