Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
3.51%
6 Months
3.47%
6.80%
1 Year
1.75%
2.38%
3 Years
13.37%
13.18%
5 Years
—
—
Since Inception
15.09%
14.39%
Fund Age
3 yrs 2 mo
4 yrs 7 mo
AUM
₹565.02 Cr
₹196.51 Cr
Alpha – 1 Year
−0.83%
−1.17%
Alpha – 3 Years
1.23%
−0.04%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
13.85%
16.17%
Volatility – 3 Years
14.55%
16.05%
Beta – 1 Year
0.94
0.85
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-0.20
-0.11
Sharpe Ratio – 3 Years
0.55
0.52
Worst Rolling Year
12.68%
12.74%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−16.91%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
17.76%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 53% · M 25% · S 20%
L 43% · M 30% · S 23%
Number of Stocks
—
31
Portfolio P/E
—
40.67
Top 5 Holdings
—
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
Top Sectors
—
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%