Alternative Investment Funds (AIF)Compare Schemes
Nippon - (R.I.S.E) vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Nippon - (R.I.S.E)
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.17%
3.18%
6 Months
5.06%
1.31%
1 Year
4.68%
5.72%
3 Years
—
15.69%
5 Years
—
17.06%
Since Inception
9.00%
18.15%
Fund Age
17 mo
5 yrs 3 mo
AUM
—
₹1,828 Cr
Alpha – 1 Year
2.28%
6.15%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
1.44
Volatility – 1 Year
19.59%
18.93%
Volatility – 3 Years
—
15.01%
Beta – 1 Year
1.05
1.16
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.09
0.10
Sharpe Ratio – 3 Years
—
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 32% · M 20% · S 39%
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Number of Stocks
47
—
Portfolio P/E
33.73
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Top 5 Holdings
Cash & Cash Equivalent · 9.40%
ICICI Bank Ltd · 4.96%
HDFC Bank Ltd · 3.58%
Delhivery Ltd · 3.25%
Edelweiss Financial Services Ltd · 3.16%
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 · 34.33%
Capital Goods · 11.68%
Healthcare · 7.90%
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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