Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Alchemy Emerging Leaders of Tomorrow Series 2
Aditya Birla - India Equity Opportunities Fund
Alchemy Emerging Leaders of Tomorrow Series 2
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Alchemy Emerging Leaders of Tomorrow Series 2
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
0.21%
6 Months
6.80%
25.75%
1 Year
2.38%
21.19%
3 Years
13.18%
21.75%
5 Years
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Since Inception
14.39%
26.64%
Fund Age
4 yrs 7 mo
4 yrs 9 mo
AUM
₹196.51 Cr
₹347.11 Cr
Alpha – 1 Year
−1.17%
15.49%
Alpha – 3 Years
−0.04%
5.69%
Information Ratio – 3 Years
-0.04
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Volatility – 1 Year
16.17%
28.04%
Volatility – 3 Years
16.05%
22.73%
Beta – 1 Year
0.85
1.32
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.11
0.62
Sharpe Ratio – 3 Years
0.52
0.74
Worst Rolling Year
12.74%
19.15%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−19.54%
−24.97%
Recovery Period
Not yet recovered
426 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
22.50%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
L 11% · M 12% · S 77%
Number of Stocks
31
32
Portfolio P/E
40.67
55.36
Top 5 Holdings
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%
Avalon Technologies Ltd · 6.72%
TD Power Systems Ltd · 6.68%
Cartrade Tech Ltd · 5.56%
Bharat Electronics Ltd · 5.42%
S J S Enterprises Ltd · 5.34%
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Capital Goods · 52.68%
Financial Services · 16.08%
Automobile and Auto Components · 8.29%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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