Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Chanakya Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
Chanakya Opportunities Fund
Return for the risk
1 yr return
0%
5%
10%
NIFTY Smallcap 250 Index · 6.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.27%
0.47%
6 Months
18.61%
8.18%
1 Year
6.60%
3.90%
3 Years
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—
5 Years
—
—
Since Inception
70.59%
28.15%
Fund Age
19 mo
3 yrs
AUM
₹589 Cr
₹169 Cr
Alpha – 1 Year
0.33%
−2.45%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
31.55%
29.52%
Volatility – 3 Years
—
41.58%
Beta – 1 Year
1.29
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.34
0.09
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
29.06%
Value at Worst Rolling Year
—
₹1.29 Cr
Deepest Drawdown
−23.49%
−16.43%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.06%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 88%
S 34%
Number of Stocks
—
27
Portfolio P/E
—
17.10
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%
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
Top Sectors
—
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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