Alternative Investment Funds (AIF)Compare Schemes
Prudent Equity ACE Fund vs Renaissance India Next Fund III - Cat III AIF
Add SchemeGrowth of ₹1 Crore
Prudent Equity ACE Fund
Renaissance India Next Fund III - Cat III AIF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.40%
5.37%
6 Months
4.20%
1.97%
1 Year
−1.50%
−1.96%
3 Years
17.60%
—
5 Years
—
—
Since Inception
23.60%
10.29%
Fund Age
3 yrs 7 mo
2 yrs 9 mo
AUM
—
₹302 Cr
Alpha – 1 Year
−3.50%
−0.41%
Alpha – 3 Years
6.90%
—
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.18%
18.68%
Volatility – 3 Years
24.12%
17.30%
Beta – 1 Year
1.17
1.10
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
-0.20
-0.31
Sharpe Ratio – 3 Years
0.56
0.26
Worst Rolling Year
17.56%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−23.18%
−18.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.42%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Bank Ltd · 8.78%
One 97 Communications Ltd · 6.68%
Reliance Industries Ltd · 6.07%
State Bank of India · 5.22%
ICICI Bank Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
3.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%