Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Incred-Emerging Business Fund
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%
7.88%
6 Months
6.80%
11.46%
1 Year
2.38%
2.58%
3 Years
13.18%
12.19%
5 Years
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Since Inception
14.39%
14.67%
Fund Age
4 yrs 7 mo
4 yrs 4 mo
AUM
₹196.51 Cr
₹465 Cr
Alpha – 1 Year
−1.17%
−0.40%
Alpha – 3 Years
−0.04%
0.30%
Information Ratio – 3 Years
-0.04
0.09
Volatility – 1 Year
16.17%
23.22%
Volatility – 3 Years
16.05%
18.88%
Beta – 1 Year
0.85
1.13
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
-0.11
-0.02
Sharpe Ratio – 3 Years
0.52
0.51
Worst Rolling Year
12.74%
11.07%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−19.54%
−25.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
17.39%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
L 46% · M 24% · S 30%
Number of Stocks
31
27
Portfolio P/E
40.67
37.00
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%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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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