Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Prudent Equity ACE 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%
−2.40%
6 Months
6.80%
4.20%
1 Year
2.38%
−1.50%
3 Years
13.18%
17.60%
5 Years
—
—
Since Inception
14.39%
23.60%
Fund Age
4 yrs 7 mo
3 yrs 7 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
−3.50%
Alpha – 3 Years
−0.04%
6.90%
Information Ratio – 3 Years
-0.04
0.28
Volatility – 1 Year
16.17%
23.18%
Volatility – 3 Years
16.05%
24.12%
Beta – 1 Year
0.85
1.17
Beta – 3 Years
0.91
1.20
Sharpe Ratio – 1 Year
-0.11
-0.20
Sharpe Ratio – 3 Years
0.52
0.56
Worst Rolling Year
12.74%
17.56%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−19.54%
−23.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
27.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 30% · S 23%
—
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
3.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%