Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.04%
6 Months
−6.89%
14.10%
1 Year
−7.76%
7.50%
3 Years
4.56%
22.84%
5 Years
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Since Inception
−0.23%
23.58%
Fund Age
4 yrs 9 mo
4 yrs 5 mo
AUM
₹60.72 Cr
₹1,282.88 Cr
Alpha – 1 Year
−7.69%
4.52%
Alpha – 3 Years
−8.90%
10.95%
Information Ratio – 3 Years
-0.99
0.98
Volatility – 1 Year
16.44%
21.85%
Volatility – 3 Years
15.44%
16.29%
Beta – 1 Year
0.87
1.19
Beta – 3 Years
0.83
0.92
Sharpe Ratio – 1 Year
-0.74
0.18
Sharpe Ratio – 3 Years
0.01
0.98
Worst Rolling Year
-1.67%
22.35%
Value at Worst Rolling Year
₹0.98 Cr
₹1.22 Cr
Deepest Drawdown
−22.80%
−17.55%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
91.63%
100.00%
Median Rolling Year
4.61%
28.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 80%
L 23% · M 12% · S 64%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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