Alternative Investment Funds (AIF)Compare Schemes
Accuracap - Vectra Fund vs Aditya Birla - India Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Vectra Fund
Aditya Birla - India Equity Opportunities Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
3.51%
6 Months
19.80%
6.80%
1 Year
12.30%
2.38%
3 Years
—
13.18%
5 Years
—
—
Since Inception
20.80%
14.39%
Fund Age
7 yrs 7 mo
4 yrs 7 mo
AUM
—
₹196.51 Cr
Alpha – 1 Year
4.70%
−1.17%
Alpha – 3 Years
—
−0.04%
Information Ratio – 3 Years
-0.54
-0.04
Volatility – 1 Year
17.66%
16.17%
Volatility – 3 Years
32.99%
16.05%
Beta – 1 Year
0.88
0.85
Beta – 3 Years
0.10
0.91
Sharpe Ratio – 1 Year
0.43
-0.11
Sharpe Ratio – 3 Years
-0.18
0.52
Worst Rolling Year
-12.38%
12.74%
Value at Worst Rolling Year
₹0.88 Cr
₹1.13 Cr
Deepest Drawdown
−54.23%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
69.53%
100.00%
Median Rolling Year
12.86%
17.76%
5-Year Rolling Windows Positive
71.88%
—
Market-Cap Mix
L 1% · M 23% · S 76%
L 43% · M 30% · S 23%
Number of Stocks
—
31
Portfolio P/E
—
40.67
Top 5 Holdings
Cupid Ltd · 4.79%
Laurus Labs Ltd · 3.32%
R R Kabel Ltd · 3.25%
Radico Khaitan Ltd · 2.90%
Thangamayil Jewellery Ltd · 2.68%
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 · 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%