Alternative Investment Funds (AIF)Compare Schemes
Nippon - Champions 21st Century vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Nippon - Champions 21st Century
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 500 Index · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
3.18%
6 Months
2.86%
1.31%
1 Year
−0.70%
5.72%
3 Years
10.21%
15.69%
5 Years
11.39%
17.06%
Since Inception
14.50%
18.15%
Fund Age
10 mo
5 yrs 3 mo
AUM
—
₹1,828 Cr
Alpha – 1 Year
−3.10%
6.15%
Alpha – 3 Years
−0.99%
7.12%
Information Ratio – 3 Years
-0.46
1.44
Volatility – 1 Year
14.46%
18.93%
Volatility – 3 Years
14.09%
15.01%
Beta – 1 Year
0.82
1.16
Beta – 3 Years
0.89
1.04
Sharpe Ratio – 1 Year
-0.42
0.10
Sharpe Ratio – 3 Years
0.33
0.66
Worst Rolling Year
—
13.67%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−16.27%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 8% · S 40%
—
Number of Stocks
41
—
Portfolio P/E
34.07
—
Top 5 Holdings
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—