Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Sundaram Alternative - Opportunities Series - Atlas
AAA India Equity Fund (AAA AIF - CAT III)
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
−1.41%
6 Months
3.47%
25.53%
1 Year
1.75%
27.30%
3 Years
13.37%
23.29%
5 Years
—
—
Since Inception
15.09%
20.51%
Fund Age
3 yrs 2 mo
4 yrs 5 mo
AUM
₹565.02 Cr
—
Alpha – 1 Year
−0.83%
24.92%
Alpha – 3 Years
1.23%
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
13.85%
28.26%
Volatility – 3 Years
14.55%
20.05%
Beta – 1 Year
0.94
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.20
0.79
Sharpe Ratio – 3 Years
0.55
0.87
Worst Rolling Year
12.68%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−16.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.95%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 25% · S 20%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%