Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Alchemy - Leaders of Tomorrow
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Alchemy - Leaders of Tomorrow
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%
0.47%
6 Months
2.63%
20.58%
1 Year
3.23%
11.33%
3 Years
9.96%
17.97%
5 Years
19.65%
17.37%
Since Inception
21.25%
15.42%
Fund Age
7 yrs 4 mo
8 yrs 6 mo
AUM
₹877.78 Cr
₹935.28 Cr
Alpha – 1 Year
4.78%
9.38%
Alpha – 3 Years
2.69%
7.32%
Information Ratio – 3 Years
0.01
0.66
Volatility – 1 Year
2.24%
24.59%
Volatility – 3 Years
12.79%
19.99%
Beta – 1 Year
0.11
1.25
Beta – 3 Years
0.33
1.13
Sharpe Ratio – 1 Year
-0.98
0.32
Sharpe Ratio – 3 Years
0.37
0.65
Worst Rolling Year
9.97%
6.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−13.39%
−22.30%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · S 26%
L 34% · M 25% · S 45%
Number of Stocks
—
31
Portfolio P/E
—
63.61
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 · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
Top Sectors
—
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—