Alternative Investment Funds (AIF)Compare Schemes
Nippon - (Empowered India) vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Nippon - (Empowered India)
Vedartha Equity Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 500 Index · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.82%
−0.10%
6 Months
5.72%
—
1 Year
1.32%
2.64%
3 Years
—
—
5 Years
—
—
Since Inception
1.83%
4.39%
Fund Age
12 mo
15 mo
AUM
—
₹449 Cr
Alpha – 1 Year
−1.08%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
17.16%
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Volatility – 3 Years
—
—
Beta – 1 Year
0.93
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.18
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
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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
L 23% · M 17% · S 47%
L 55% · M 5% · S 32%
Number of Stocks
51
25
Portfolio P/E
35.98
16.00
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%
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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