Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
SageOne - Flagship Growth OE Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
NIFTY Smallcap 250 Index · 6.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.27%
−0.30%
6 Months
18.61%
10.30%
1 Year
6.60%
15.90%
3 Years
—
—
5 Years
—
—
Since Inception
70.59%
7.00%
Fund Age
19 mo
1 yr 10 mo
AUM
₹589 Cr
₹1,732 Cr
Alpha – 1 Year
0.33%
12.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.55%
22.29%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.34
0.56
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.49%
−11.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 88%
L 2% · M 6% · S 76%
Number of Stocks
—
51
Portfolio P/E
—
47.40
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%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
—
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%