Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Chanakya Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Chanakya 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%
0.47%
6 Months
2.63%
8.18%
1 Year
3.23%
3.90%
3 Years
9.96%
—
5 Years
19.65%
—
Since Inception
21.25%
28.15%
Fund Age
7 yrs 4 mo
3 yrs
AUM
₹877.78 Cr
₹169 Cr
Alpha – 1 Year
4.78%
−2.45%
Alpha – 3 Years
2.69%
—
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
29.52%
Volatility – 3 Years
12.79%
41.58%
Beta – 1 Year
0.11
—
Beta – 3 Years
0.33
—
Sharpe Ratio – 1 Year
-0.98
0.09
Sharpe Ratio – 3 Years
0.37
0.66
Worst Rolling Year
9.97%
29.06%
Value at Worst Rolling Year
₹1.10 Cr
₹1.29 Cr
Deepest Drawdown
−13.39%
−16.43%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
29.06%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
S 34%
Number of Stocks
—
27
Portfolio P/E
—
17.10
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%
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
Top Sectors
—
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—