Alternative Investment Funds (AIF)Compare Schemes
Nippon - (Empowered India) vs Profusion All Weather Fund
Add SchemeGrowth of ₹1 Crore
Nippon - (Empowered India)
Profusion All Weather Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 500 Index · 2.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.82%
0.84%
6 Months
5.72%
9.01%
1 Year
1.32%
12.22%
3 Years
—
—
5 Years
—
—
Since Inception
1.83%
12.00%
Fund Age
12 mo
13 mo
AUM
—
₹64.49 Cr
Alpha – 1 Year
−1.08%
12.59%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.16%
9.50%
Volatility – 3 Years
—
—
Beta – 1 Year
0.93
0.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.18
0.69
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 17% · S 47%
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Number of Stocks
51
—
Portfolio P/E
35.98
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Top 5 Holdings
Cash & Cash Equivalent · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
Top Sectors
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
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Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
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