Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
Umbrella Blend Fund 2
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.39%
6 Months
−6.89%
7.53%
1 Year
−7.76%
4.35%
3 Years
4.56%
8.80%
5 Years
—
10.81%
Since Inception
−0.23%
12.10%
Fund Age
4 yrs 9 mo
5 yrs 1 mo
AUM
₹60.72 Cr
—
Alpha – 1 Year
−7.69%
1.37%
Alpha – 3 Years
−8.90%
−3.09%
Information Ratio – 3 Years
-0.99
-0.44
Volatility – 1 Year
16.44%
16.32%
Volatility – 3 Years
15.44%
14.28%
Beta – 1 Year
0.87
0.89
Beta – 3 Years
0.83
0.88
Sharpe Ratio – 1 Year
-0.74
0.00
Sharpe Ratio – 3 Years
0.01
0.29
Worst Rolling Year
-1.67%
7.61%
Value at Worst Rolling Year
₹0.98 Cr
₹1.08 Cr
Deepest Drawdown
−22.80%
−15.88%
Recovery Period
Not yet recovered
103 days
1-Year Rolling Windows Positive
91.63%
100.00%
Median Rolling Year
4.61%
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 4% · S 80%
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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
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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