Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Amrit Kaal Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Amrit Kaal Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
2.89%
6 Months
2.63%
19.02%
1 Year
3.23%
11.38%
3 Years
9.96%
—
5 Years
19.65%
—
Since Inception
21.25%
13.12%
Fund Age
7 yrs 4 mo
2 yrs 2 mo
AUM
₹877.78 Cr
—
Alpha – 1 Year
4.78%
6.86%
Alpha – 3 Years
2.69%
—
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
25.58%
Volatility – 3 Years
12.79%
—
Beta – 1 Year
0.11
1.07
Beta – 3 Years
0.33
—
Sharpe Ratio – 1 Year
-0.98
0.33
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
9.97%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−13.39%
−18.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
35.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
L 20% · M 7% · S 61%
Number of Stocks
—
20
Portfolio P/E
—
27.55
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%
Premium Plast Ltd · 10.88%
Gem Aromatics Ltd · 10.15%
QMS Medical Allied Services Ltd · 8.65%
Genus Power Infrastructures Ltd · 7.74%
Iris Clothings Ltd · 7.63%
Top Sectors
—
Automobile and Auto Components · 20.11%
Healthcare · 13.67%
Capital Goods · 11.50%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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