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A K Emerging Credit Opportunities Fund III vs Aequitas - Equity Scheme I

A K Emerging Credit Opportunities Fund III

Aequitas - Equity Scheme I

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Growth of ₹1 Crore

A K Emerging Credit Opportunities Fund III

Aequitas - Equity Scheme I

Return for the risk

3 yrs return

10%

15%

Aequitas - Equity Scheme I

10% • vol 12.8%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

0.42%

6 Months

—

2.63%

1 Year

—

3.23%

3 Years

—

9.96%

5 Years

—

19.65%

Since Inception

—

21.25%

Fund Age

—

7 yrs 4 mo

AUM

—

₹877.78 Cr

Alpha – 1 Year

—

4.78%

Alpha – 3 Years

—

2.69%

Information Ratio – 3 Years

—

0.01

Volatility – 1 Year

—

2.24%

Volatility – 3 Years

—

12.79%

Beta – 1 Year

—

0.11

Beta – 3 Years

—

0.33

Sharpe Ratio – 1 Year

—

-0.98

Sharpe Ratio – 3 Years

—

0.37

Worst Rolling Year

—

9.97%

Value at Worst Rolling Year

—

₹1.10 Cr

Deepest Drawdown

—

−13.39%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

35.04%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

L 4% · S 26%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Petronet LNG Ltd · 4.48%

HDFC Bank Ltd · 3.72%

Sanghvi Movers Ltd · 2.99%

Technocraft Industries (India) Ltd · 2.74%

JK Paper Ltd · 2.59%

Top Sectors

—

Fixed Fee

—

2.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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