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Alternative Investment Funds (AIF)
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MoneyGrow Alpha Fund 1 vs Nuvama Flexicap Equity Fund
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MoneyGrow Alpha Fund 1
Nuvama Flexicap Equity Fund
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Growth of
₹1 Crore
MoneyGrow Alpha Fund 1
Nuvama Flexicap Equity Fund
Since Inception
1Y
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · -0.4%
MoneyGrow Alpha Fund 1
2.7% • vol 34.3%
Nuvama Flexicap Equity Fund
20.1% • vol 25.9%
20%
30%
40%
Volatility • 1 yr deviation
Overview
1 Month
−1.63%
0.02%
6 Months
15.76%
17.89%
1 Year
2.72%
20.05%
3 Years
—
—
5 Years
—
—
Since Inception
14.74%
14.93%
Fund Age
16 mo
20 mo
AUM
₹42.58 Cr
₹182 Cr
Outerperformance
Alpha – 1 Year
3.15%
17.07%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
34.31%
25.95%
Volatility – 3 Years
—
—
Beta – 1 Year
1.75
1.37
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.62
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.30%
−11.75%
Recovery Period
Not yet recovered
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
L 19% · M 14% · S 67%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—
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