Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs Northern Arc Money Market Alpha Fund
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar Opportunity
Northern Arc Money Market Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 500 Index · 11.2%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.65%
8.60%
6 Months
2.29%
9.38%
1 Year
−0.68%
9.19%
3 Years
11.13%
9.65%
5 Years
11.10%
9.51%
Since Inception
17.68%
9.50%
Fund Age
1 yr 11 mo
7 yrs 6 mo
AUM
—
₹760 Cr
Alpha – 1 Year
−3.08%
3.16%
Alpha – 3 Years
−0.07%
2.87%
Information Ratio – 3 Years
-0.09
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Volatility – 1 Year
14.64%
1.92%
Volatility – 3 Years
13.98%
6.95%
Beta – 1 Year
0.82
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
-0.45
52.26
Sharpe Ratio – 3 Years
0.42
14.31
Worst Rolling Year
—
9.06%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 15% · S 42%
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Number of Stocks
41
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Portfolio P/E
31.71
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Top 5 Holdings
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
Top Sectors
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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