Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Nippon - The 5 Trillion Dollar Opportunity
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar Opportunity
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 500 Index · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
3.18%
6 Months
2.29%
1.31%
1 Year
−0.68%
5.72%
3 Years
11.13%
15.69%
5 Years
11.10%
17.06%
Since Inception
17.68%
18.15%
Fund Age
1 yr 11 mo
5 yrs 3 mo
AUM
—
₹1,828 Cr
Alpha – 1 Year
−3.08%
6.15%
Alpha – 3 Years
−0.07%
7.12%
Information Ratio – 3 Years
-0.09
1.44
Volatility – 1 Year
14.64%
18.93%
Volatility – 3 Years
13.98%
15.01%
Beta – 1 Year
0.82
1.16
Beta – 3 Years
0.88
1.04
Sharpe Ratio – 1 Year
-0.45
0.10
Sharpe Ratio – 3 Years
0.42
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 39% · M 15% · S 42%
—
Number of Stocks
41
—
Portfolio P/E
31.71
—
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%
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 · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—