Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs Samvitti Capital Alpha Fund
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
Samvitti Capital Alpha Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
−1.93%
6 Months
−6.89%
24.74%
1 Year
−7.76%
9.95%
3 Years
4.56%
13.72%
5 Years
—
13.73%
Since Inception
−0.23%
12.27%
Fund Age
4 yrs 9 mo
10 yrs 8 mo
AUM
₹60.72 Cr
₹226.03 Cr
Alpha – 1 Year
−7.69%
8.00%
Alpha – 3 Years
−8.90%
3.06%
Information Ratio – 3 Years
-0.99
0.24
Volatility – 1 Year
16.44%
26.09%
Volatility – 3 Years
15.44%
24.92%
Beta – 1 Year
0.87
1.14
Beta – 3 Years
0.83
1.19
Sharpe Ratio – 1 Year
-0.74
0.27
Sharpe Ratio – 3 Years
0.01
0.42
Worst Rolling Year
-1.67%
-11.97%
Value at Worst Rolling Year
₹0.98 Cr
₹0.88 Cr
Deepest Drawdown
−22.80%
−33.71%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.63%
79.93%
Median Rolling Year
4.61%
14.39%
5-Year Rolling Windows Positive
—
95.65%
Market-Cap Mix
M 4% · S 80%
L 5% · M 3% · S 93%
Number of Stocks
—
59
Portfolio P/E
—
88.80
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%
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%