Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs D&B - India Opportunities Multicap Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
D&B - India Opportunities Multicap Fund
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
0.06%
6 Months
6.80%
11.89%
1 Year
2.38%
7.39%
3 Years
13.18%
13.60%
5 Years
—
11.50%
Since Inception
14.39%
13.94%
Fund Age
4 yrs 7 mo
6 yrs 8 mo
AUM
₹196.51 Cr
₹134.68 Cr
Alpha – 1 Year
−1.17%
8.81%
Alpha – 3 Years
−0.04%
5.90%
Information Ratio – 3 Years
-0.04
0.41
Volatility – 1 Year
16.17%
19.90%
Volatility – 3 Years
16.05%
17.79%
Beta – 1 Year
0.85
1.00
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
-0.11
0.18
Sharpe Ratio – 3 Years
0.52
0.47
Worst Rolling Year
12.74%
7.35%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−19.54%
−20.98%
Recovery Period
Not yet recovered
488 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
17.60%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
L 38% · M 18% · S 37%
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%
—
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%
—