Alternative Investment Funds (AIF)Compare Schemes
Renaissance India Next Fund III - Cat III AIF vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Renaissance India Next Fund III - Cat III AIF
Vedartha Equity Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -1.6%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.37%
−0.10%
6 Months
1.97%
—
1 Year
−1.96%
2.64%
3 Years
—
—
5 Years
—
—
Since Inception
10.29%
4.39%
Fund Age
2 yrs 9 mo
15 mo
AUM
₹302 Cr
₹449 Cr
Alpha – 1 Year
−0.41%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.68%
—
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.31
—
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.19%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 55% · M 5% · S 32%
Number of Stocks
—
25
Portfolio P/E
—
16.00
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%
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
—
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—