Alternative Investment Funds (AIF)Compare Schemes
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Steptrade Revolution Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
1.11%
6 Months
1.31%
12.07%
1 Year
5.72%
−10.50%
3 Years
15.69%
—
5 Years
17.06%
—
Since Inception
18.15%
10.88%
Fund Age
5 yrs 3 mo
2 yrs 2 mo
AUM
₹1,828 Cr
₹167 Cr
Alpha – 1 Year
6.15%
−15.69%
Alpha – 3 Years
7.12%
—
Information Ratio – 3 Years
1.44
—
Volatility – 1 Year
18.93%
34.34%
Volatility – 3 Years
15.01%
—
Beta – 1 Year
1.16
1.61
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.10
-0.25
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
13.67%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.27%
−31.60%
Recovery Period
Not yet recovered
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
—
M 1% · S 57%
Number of Stocks
—
80
Portfolio P/E
—
22.59
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%
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
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%