Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Carnelian Capital Compounder Fund - 1
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Carnelian Capital Compounder Fund - 1
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
3.09%
6 Months
6.80%
12.77%
1 Year
2.38%
16.87%
3 Years
13.18%
26.82%
5 Years
—
20.86%
Since Inception
14.39%
22.48%
Fund Age
4 yrs 7 mo
7 yrs 2 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
15.35%
Alpha – 3 Years
−0.04%
16.73%
Information Ratio – 3 Years
-0.04
1.48
Volatility – 1 Year
16.17%
19.51%
Volatility – 3 Years
16.05%
18.47%
Beta – 1 Year
0.85
1.09
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
-0.11
0.62
Sharpe Ratio – 3 Years
0.52
1.03
Worst Rolling Year
12.74%
11.32%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−19.54%
−16.69%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
24.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
L 30% · M 42% · S 28%
Number of Stocks
31
—
Portfolio P/E
40.67
—
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%
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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%
—