Alternative Investment Funds (AIF)Compare Schemes
NEXUS EQUITY GROWTH FUND SCH 1 vs RATIONAL EQUITY SCHEME - 2
Add SchemeGrowth of ₹1 Crore
NEXUS EQUITY GROWTH FUND SCH 1
RATIONAL EQUITY SCHEME - 2
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.48%
4.14%
6 Months
19.10%
12.88%
1 Year
17.77%
0.59%
3 Years
—
—
5 Years
—
—
Since Inception
28.53%
6.12%
Fund Age
19 mo
14 mo
AUM
₹332.12 Cr
₹29 Cr
Alpha – 1 Year
13.25%
−2.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.73%
23.29%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
1.16
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
-0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.24%
−18.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 61%
S 100%
Number of Stocks
50
—
Portfolio P/E
28.50
—
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%
—
Top Sectors
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%