Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Rising Giants - AIF
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Rising Giants - AIF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
0.45%
6 Months
6.80%
−6.89%
1 Year
2.38%
−7.76%
3 Years
13.18%
4.56%
5 Years
—
—
Since Inception
14.39%
−0.23%
Fund Age
4 yrs 7 mo
4 yrs 9 mo
AUM
₹196.51 Cr
₹60.72 Cr
Alpha – 1 Year
−1.17%
−7.69%
Alpha – 3 Years
−0.04%
−8.90%
Information Ratio – 3 Years
-0.04
-0.99
Volatility – 1 Year
16.17%
16.44%
Volatility – 3 Years
16.05%
15.44%
Beta – 1 Year
0.85
0.87
Beta – 3 Years
0.91
0.83
Sharpe Ratio – 1 Year
-0.11
-0.74
Sharpe Ratio – 3 Years
0.52
0.01
Worst Rolling Year
12.74%
-1.67%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−19.54%
−22.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.63%
Median Rolling Year
17.76%
4.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
M 4% · S 80%
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%
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%