Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
−0.89%
6 Months
15.47%
29.38%
1 Year
3.91%
43.41%
3 Years
—
26.47%
5 Years
—
17.82%
Since Inception
50.76%
22.57%
Fund Age
3 yrs
6 yrs 8 mo
AUM
₹538 Cr
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Alpha – 1 Year
−3.73%
33.80%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
25.22%
23.30%
Volatility – 3 Years
26.92%
18.62%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.05
1.44
Sharpe Ratio – 3 Years
1.48
1.07
Worst Rolling Year
50.56%
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Value at Worst Rolling Year
₹1.51 Cr
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Deepest Drawdown
−22.57%
—
Recovery Period
122 days
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
50.56%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
74
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Portfolio P/E
—
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Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
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Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
20% of profit, above 12%
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Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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