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Alternative Investment Funds (AIF)
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Nuvama Crossover Opportunities Fund - Series 4A vs Prudent Equity ACE Fund
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Nuvama Crossover Opportunities Fund - Series 4A
Prudent Equity ACE Fund
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Growth of
₹1 Crore
Nuvama Crossover Opportunities Fund - Series 4A
Prudent Equity ACE Fund
Since Inception
3Y
1Y
Return for the risk
3Y
1Y
3 yrs return
10%
15%
20%
25%
Prudent Equity ACE Fund
17.6% • vol 24.1%
10%
20%
30%
Volatility • 3 yrs deviation
Overview
1 Month
—
−2.40%
6 Months
—
4.20%
1 Year
—
−1.50%
3 Years
—
17.60%
5 Years
—
—
Since Inception
—
23.60%
Fund Age
—
3 yrs 7 mo
AUM
—
—
Outerperformance
Alpha – 1 Year
—
−3.50%
Alpha – 3 Years
—
6.90%
Information Ratio – 3 Years
—
0.28
Risk Ratios
Volatility – 1 Year
—
23.18%
Volatility – 3 Years
—
24.12%
Beta – 1 Year
—
1.17
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
—
-0.20
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
17.56%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
—
−23.18%
Recovery Period
—
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.42%
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%
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