Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Alchemy - Leaders of Tomorrow
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Alchemy - Leaders of Tomorrow
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%
0.47%
6 Months
6.80%
20.58%
1 Year
2.38%
11.33%
3 Years
13.18%
17.97%
5 Years
—
17.37%
Since Inception
14.39%
15.42%
Fund Age
4 yrs 7 mo
8 yrs 6 mo
AUM
₹196.51 Cr
₹935.28 Cr
Alpha – 1 Year
−1.17%
9.38%
Alpha – 3 Years
−0.04%
7.32%
Information Ratio – 3 Years
-0.04
0.66
Volatility – 1 Year
16.17%
24.59%
Volatility – 3 Years
16.05%
19.99%
Beta – 1 Year
0.85
1.25
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
-0.11
0.32
Sharpe Ratio – 3 Years
0.52
0.65
Worst Rolling Year
12.74%
6.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−19.54%
−22.30%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
L 34% · M 25% · S 45%
Number of Stocks
31
31
Portfolio P/E
40.67
63.61
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 · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—