Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Carnelian Structural Shift Fund
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%
1.67%
6 Months
6.80%
25.48%
1 Year
2.38%
12.76%
3 Years
13.18%
21.04%
5 Years
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Since Inception
14.39%
23.65%
Fund Age
4 yrs 7 mo
4 yrs 3 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
10.81%
Alpha – 3 Years
−0.04%
10.39%
Information Ratio – 3 Years
-0.04
0.59
Volatility – 1 Year
16.17%
24.72%
Volatility – 3 Years
16.05%
22.61%
Beta – 1 Year
0.85
1.24
Beta – 3 Years
0.91
1.14
Sharpe Ratio – 1 Year
-0.11
0.38
Sharpe Ratio – 3 Years
0.52
0.65
Worst Rolling Year
12.74%
19.92%
Value at Worst Rolling Year
₹1.13 Cr
₹1.20 Cr
Deepest Drawdown
−19.54%
−24.89%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
24.66%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
L 7% · M 28% · S 64%
Number of Stocks
31
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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%
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
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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