Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
Taksh India Enterprising 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%
6.14%
6 Months
−6.89%
25.35%
1 Year
−7.76%
19.51%
3 Years
4.56%
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5 Years
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—
Since Inception
−0.23%
10.22%
Fund Age
4 yrs 9 mo
1 yr 11 mo
AUM
₹60.72 Cr
₹553.62 Cr
Alpha – 1 Year
−7.69%
16.14%
Alpha – 3 Years
−8.90%
—
Information Ratio – 3 Years
-0.99
—
Volatility – 1 Year
16.44%
16.04%
Volatility – 3 Years
15.44%
—
Beta – 1 Year
0.87
1.04
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.74
1.14
Sharpe Ratio – 3 Years
0.01
—
Worst Rolling Year
-1.67%
-6.05%
Value at Worst Rolling Year
₹0.98 Cr
₹0.94 Cr
Deepest Drawdown
−22.80%
−12.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.63%
70.47%
Median Rolling Year
4.61%
3.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 80%
L 40% · M 18% · S 41%
Number of Stocks
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25
Portfolio P/E
—
48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
—
Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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