Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund - 2 vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund - 2
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.24%
0.42%
6 Months
10.62%
2.63%
1 Year
14.93%
3.23%
3 Years
—
9.96%
5 Years
—
19.65%
Since Inception
17.55%
21.25%
Fund Age
2 yrs 8 mo
7 yrs 4 mo
AUM
₹2,427.94 Cr
₹877.78 Cr
Alpha – 1 Year
13.41%
4.78%
Alpha – 3 Years
—
2.69%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
21.05%
2.24%
Volatility – 3 Years
—
12.79%
Beta – 1 Year
1.17
0.11
Beta – 3 Years
—
0.33
Sharpe Ratio – 1 Year
0.50
-0.98
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.97%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−11.46%
−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
L 45% · M 15% · S 35%
L 4% · S 26%
Number of Stocks
36
—
Portfolio P/E
22.84
—
Top 5 Holdings
Aditya Birla Capital Ltd · 5.18%
Vedanta Aluminium Metal Ltd · 4.99%
LESS THAN 1% · 4.96%
Cash & Cash Equivalent · 4.96%
State Bank of India · 4.48%
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
Financial Services · 33.45%
Metals & Mining · 9.98%
Healthcare · 9.16%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—