Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar Opportunity
Steptrade Revolution 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%
1.11%
6 Months
2.29%
12.07%
1 Year
−0.68%
−10.50%
3 Years
11.13%
—
5 Years
11.10%
—
Since Inception
17.68%
10.88%
Fund Age
1 yr 11 mo
2 yrs 2 mo
AUM
—
₹167 Cr
Alpha – 1 Year
−3.08%
−15.69%
Alpha – 3 Years
−0.07%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
14.64%
34.34%
Volatility – 3 Years
13.98%
—
Beta – 1 Year
0.82
1.61
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
-0.45
-0.25
Sharpe Ratio – 3 Years
0.42
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−31.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 15% · S 42%
M 1% · S 57%
Number of Stocks
41
80
Portfolio P/E
31.71
22.59
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%
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%