Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
3.51%
6 Months
10.98%
6.80%
1 Year
13.02%
2.38%
3 Years
19.66%
13.18%
5 Years
—
—
Since Inception
20.01%
14.39%
Fund Age
3 yrs 7 mo
4 yrs 7 mo
AUM
₹2,872.26 Cr
₹196.51 Cr
Alpha – 1 Year
11.50%
−1.17%
Alpha – 3 Years
9.56%
−0.04%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
21.45%
16.17%
Volatility – 3 Years
20.58%
16.05%
Beta – 1 Year
1.23
0.85
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.42
-0.11
Sharpe Ratio – 3 Years
0.22
0.52
Worst Rolling Year
—
12.74%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−12.48%
−19.54%
Recovery Period
61 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 21% · S 32%
L 43% · M 30% · S 23%
Number of Stocks
32
31
Portfolio P/E
23.83
40.67
Top 5 Holdings
LESS THAN 1% · 5.88%
Cummins India Ltd · 5.38%
Vedanta Aluminium Metal Ltd · 5.22%
Aditya Birla Capital Ltd · 4.61%
Mahindra & Mahindra Ltd · 4.48%
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
Top Sectors
Financial Services · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%