Alternative Investment Funds (AIF)Compare Schemes
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Prudent Equity ACE Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
−2.40%
6 Months
1.31%
4.20%
1 Year
5.72%
−1.50%
3 Years
15.69%
17.60%
5 Years
17.06%
—
Since Inception
18.15%
23.60%
Fund Age
5 yrs 3 mo
3 yrs 7 mo
AUM
₹1,828 Cr
—
Alpha – 1 Year
6.15%
−3.50%
Alpha – 3 Years
7.12%
6.90%
Information Ratio – 3 Years
1.44
0.28
Volatility – 1 Year
18.93%
23.18%
Volatility – 3 Years
15.01%
24.12%
Beta – 1 Year
1.16
1.17
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
0.10
-0.20
Sharpe Ratio – 3 Years
0.66
0.56
Worst Rolling Year
13.67%
17.56%
Value at Worst Rolling Year
₹1.14 Cr
₹1.18 Cr
Deepest Drawdown
−16.27%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
27.42%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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%
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Top Sectors
—
—
Fixed Fee
2.25% / yr
3.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%