Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs BCAD
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
BCAD
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
3.65%
6 Months
6.80%
7.97%
1 Year
2.38%
3.52%
3 Years
13.18%
10.44%
5 Years
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Since Inception
14.39%
10.90%
Fund Age
4 yrs 7 mo
4 yrs 11 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
0.54%
Alpha – 3 Years
−0.04%
−1.45%
Information Ratio – 3 Years
-0.04
-0.09
Volatility – 1 Year
16.17%
16.33%
Volatility – 3 Years
16.05%
15.51%
Beta – 1 Year
0.85
0.89
Beta – 3 Years
0.91
0.92
Sharpe Ratio – 1 Year
-0.11
-0.06
Sharpe Ratio – 3 Years
0.52
0.37
Worst Rolling Year
12.74%
8.48%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−19.54%
−16.99%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
11.54%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
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Number of Stocks
31
—
Portfolio P/E
40.67
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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%
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Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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