Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Steptrade Revolution 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%
1.11%
6 Months
2.63%
12.07%
1 Year
3.23%
−10.50%
3 Years
9.96%
—
5 Years
19.65%
—
Since Inception
21.25%
10.88%
Fund Age
7 yrs 4 mo
2 yrs 2 mo
AUM
₹877.78 Cr
₹167 Cr
Alpha – 1 Year
4.78%
−15.69%
Alpha – 3 Years
2.69%
—
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
34.34%
Volatility – 3 Years
12.79%
—
Beta – 1 Year
0.11
1.61
Beta – 3 Years
0.33
—
Sharpe Ratio – 1 Year
-0.98
-0.25
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
9.97%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−13.39%
−31.60%
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%
M 1% · S 57%
Number of Stocks
—
80
Portfolio P/E
—
22.59
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%
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%