Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
−1.41%
6 Months
15.47%
25.53%
1 Year
3.91%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
50.76%
20.51%
Fund Age
3 yrs
4 yrs 5 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
25.22%
28.26%
Volatility – 3 Years
26.92%
20.05%
Beta – 1 Year
0.97
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.05
0.79
Sharpe Ratio – 3 Years
1.48
0.87
Worst Rolling Year
50.56%
—
Value at Worst Rolling Year
₹1.51 Cr
—
Deepest Drawdown
−22.57%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
50.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
74
—
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
3% / 3% / 2%