Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
0.42%
6 Months
10.98%
2.63%
1 Year
13.02%
3.23%
3 Years
19.66%
9.96%
5 Years
—
19.65%
Since Inception
20.01%
21.25%
Fund Age
3 yrs 7 mo
7 yrs 4 mo
AUM
₹2,872.26 Cr
₹877.78 Cr
Alpha – 1 Year
11.50%
4.78%
Alpha – 3 Years
9.56%
2.69%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
21.45%
2.24%
Volatility – 3 Years
20.58%
12.79%
Beta – 1 Year
1.23
0.11
Beta – 3 Years
—
0.33
Sharpe Ratio – 1 Year
0.42
-0.98
Sharpe Ratio – 3 Years
0.22
0.37
Worst Rolling Year
—
9.97%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−12.48%
−13.39%
Recovery Period
61 days
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 43% · M 21% · S 32%
L 4% · S 26%
Number of Stocks
32
—
Portfolio P/E
23.83
—
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%
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 · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—