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Aditya Birla Real Estate Credit Opportunities Fund III vs First Water Capital Fund - II

Aditya Birla Real Estate Credit Opportunities Fund III

First Water Capital Fund - II

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Growth of ₹1 Crore

Aditya Birla Real Estate Credit Opportunities Fund III

First Water Capital Fund - II

Return for the risk

3 yrs return

15%

20%

25%

First Water Capital Fund - II

18.8% • vol 18.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

4.29%

6 Months

—

13.07%

1 Year

—

6.96%

3 Years

—

18.80%

5 Years

—

Since Inception

—

19.50%

Fund Age

—

3 yrs

AUM

—

Alpha – 1 Year

—

1.48%

Alpha – 3 Years

—

1.90%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.08%

Volatility – 3 Years

—

18.54%

Beta – 1 Year

—

0.94

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.16

Sharpe Ratio – 3 Years

—

0.73

Worst Rolling Year

—

18.38%

Value at Worst Rolling Year

—

₹1.18 Cr

Deepest Drawdown

—

−19.34%

Recovery Period

—

122 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

18.38%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 1% · M 5% · S 89%

Number of Stocks

—

Portfolio P/E

—

12.80

Top 5 Holdings

—

Karnataka Bank Ltd · 7.45%

Redington Ltd · 6.12%

Jindal Saw Ltd · 5.93%

Steel Strips Wheels Ltd · 5.90%

IIFL Finance Ltd · 5.50%

Top Sectors

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Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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