Alternative Investment Funds (AIF)Compare Schemes
Abakkus Emerging Opportunities Fund-1 vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Emerging Opportunities Fund-1
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
3.51%
6 Months
11.36%
6.80%
1 Year
7.23%
2.38%
3 Years
14.59%
13.18%
5 Years
14.62%
—
Since Inception
27.46%
14.39%
Fund Age
7 yrs 1 mo
4 yrs 7 mo
AUM
₹3,193.67 Cr
₹196.51 Cr
Alpha – 1 Year
5.28%
−1.17%
Alpha – 3 Years
3.93%
−0.04%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
21.99%
16.17%
Volatility – 3 Years
23.90%
16.05%
Beta – 1 Year
1.18
0.85
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.17
-0.11
Sharpe Ratio – 3 Years
-0.15
0.52
Worst Rolling Year
—
12.74%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−20.78%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 11% · M 21% · S 61%
L 43% · M 30% · S 23%
Number of Stocks
25
31
Portfolio P/E
24.41
40.67
Top 5 Holdings
Cash & Cash Equivalent · 7.14%
Federal Bank Ltd · 6.64%
Dynamatic Technologies Ltd · 6.14%
Carysil Ltd · 5.82%
Sarda Energy & Minerals Ltd · 5.70%
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 · 23.62%
Capital Goods · 17.05%
Metals & Mining · 10.75%
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%