Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Alchemy Emerging Leaders of Tomorrow Series 2
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Alchemy Emerging Leaders of Tomorrow Series 2
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Index · 7.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
0.21%
6 Months
2.63%
25.75%
1 Year
3.23%
21.19%
3 Years
9.96%
21.75%
5 Years
19.65%
—
Since Inception
21.25%
26.64%
Fund Age
7 yrs 4 mo
4 yrs 9 mo
AUM
₹877.78 Cr
₹347.11 Cr
Alpha – 1 Year
4.78%
15.49%
Alpha – 3 Years
2.69%
5.69%
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
28.04%
Volatility – 3 Years
12.79%
22.73%
Beta – 1 Year
0.11
1.32
Beta – 3 Years
0.33
—
Sharpe Ratio – 1 Year
-0.98
0.62
Sharpe Ratio – 3 Years
0.37
0.74
Worst Rolling Year
9.97%
19.15%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−13.39%
−24.97%
Recovery Period
Not yet recovered
426 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
22.50%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
L 11% · M 12% · S 77%
Number of Stocks
—
32
Portfolio P/E
—
55.36
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Avalon Technologies Ltd · 6.72%
TD Power Systems Ltd · 6.68%
Cartrade Tech Ltd · 5.56%
Bharat Electronics Ltd · 5.42%
S J S Enterprises Ltd · 5.34%
Top Sectors
—
Capital Goods · 52.68%
Financial Services · 16.08%
Automobile and Auto Components · 8.29%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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