Alternative Investment Funds (AIF)Compare Schemes
Nippon - (Empowered India) vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Nippon - (Empowered India)
Taksh India Enterprising Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 500 Index · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.82%
6.14%
6 Months
5.72%
25.35%
1 Year
1.32%
19.51%
3 Years
—
—
5 Years
—
—
Since Inception
1.83%
10.22%
Fund Age
12 mo
1 yr 11 mo
AUM
—
₹553.62 Cr
Alpha – 1 Year
−1.08%
16.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.16%
16.04%
Volatility – 3 Years
—
—
Beta – 1 Year
0.93
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.18
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
-6.05%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−12.78%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
70.47%
Median Rolling Year
—
3.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 17% · S 47%
L 40% · M 18% · S 41%
Number of Stocks
51
25
Portfolio P/E
35.98
48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—