Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.27%
0.42%
6 Months
18.61%
2.63%
1 Year
6.60%
3.23%
3 Years
—
9.96%
5 Years
—
19.65%
Since Inception
70.59%
21.25%
Fund Age
19 mo
7 yrs 4 mo
AUM
₹589 Cr
₹877.78 Cr
Alpha – 1 Year
0.33%
4.78%
Alpha – 3 Years
—
2.69%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
31.55%
2.24%
Volatility – 3 Years
—
12.79%
Beta – 1 Year
1.29
0.11
Beta – 3 Years
—
0.33
Sharpe Ratio – 1 Year
0.34
-0.98
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.97%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−23.49%
−13.39%
Recovery Period
Not yet recovered
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
S 88%
L 4% · S 26%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Shree Refrigerations Ltd · 4.06%
Beezaasan Explotech Ltd · 2.67%
Accent Microcell Ltd · 2.33%
Cash UR Drive Marketing Limited · 2.28%
Amanta Healthcare Ltd · 2.13%
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
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—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—