Alternative Investment Funds (AIF)Compare Schemes
NEXUS EQUITY GROWTH FUND SCH 1 vs Nippon - (R.I.S.E)
Add SchemeGrowth of ₹1 Crore
NEXUS EQUITY GROWTH FUND SCH 1
Nippon - (R.I.S.E)
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.48%
0.17%
6 Months
19.10%
5.06%
1 Year
17.77%
4.68%
3 Years
—
—
5 Years
—
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Since Inception
28.53%
9.00%
Fund Age
19 mo
17 mo
AUM
₹332.12 Cr
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Alpha – 1 Year
13.25%
2.28%
Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
23.73%
19.59%
Volatility – 3 Years
—
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Beta – 1 Year
0.97
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.09
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−13.24%
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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
S 61%
L 32% · M 20% · S 39%
Number of Stocks
50
47
Portfolio P/E
28.50
33.73
Top 5 Holdings
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
Cash & Cash Equivalent · 9.40%
ICICI Bank Ltd · 4.96%
HDFC Bank Ltd · 3.58%
Delhivery Ltd · 3.25%
Edelweiss Financial Services Ltd · 3.16%
Top Sectors
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Financial Services · 34.33%
Capital Goods · 11.68%
Healthcare · 7.90%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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