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Alternative Investment Funds (AIF)
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Aditya Birla Real Estate Credit Opportunities Fund III vs Enigma Small Opportunities Fund
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Aditya Birla Real Estate Credit Opportunities Fund III
Enigma Small Opportunities Fund
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Growth of
₹1 Crore
Aditya Birla Real Estate Credit Opportunities Fund III
Enigma Small Opportunities Fund
Since Inception
1Y
Return for the risk
1 yr return
10%
15%
20%
25%
Enigma Small Opportunities Fund
17.4% • vol 33.4%
20%
30%
40%
Volatility • 1 yr deviation
Overview
1 Month
—
5.26%
6 Months
—
43.35%
1 Year
—
17.36%
3 Years
—
—
5 Years
—
—
Since Inception
—
22.71%
Fund Age
—
19 mo
AUM
—
₹355 Cr
Outerperformance
Alpha – 1 Year
—
12.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
—
33.43%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.20
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−25.37%
Recovery Period
—
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
S 100%
Number of Stocks
—
21
Portfolio P/E
—
—
Top 5 Holdings
—
Others · 56.14%
United Foodbrands Ltd · 10.32%
Garware Hi Tech Films Ltd · 9.79%
Shankara Buildpro Ltd · 8.32%
Vadilal Industries Ltd · 8.16%
Top Sectors
—
—
Fees
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—
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