Alternative Investment Funds (AIF)Compare Schemes
AlphaGrep Index Plus Fund vs Carnelian Capital Compounder Fund - 1
Add SchemeGrowth of ₹1 Crore
AlphaGrep Index Plus Fund
Carnelian Capital Compounder Fund - 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 200 Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
3.09%
6 Months
−3.30%
12.77%
1 Year
−0.20%
16.87%
3 Years
9.30%
26.82%
5 Years
—
20.86%
Since Inception
5.70%
22.48%
Fund Age
2 yrs 6 mo
7 yrs 2 mo
AUM
—
—
Alpha – 1 Year
0.20%
15.35%
Alpha – 3 Years
0.70%
16.73%
Information Ratio – 3 Years
—
1.48
Volatility – 1 Year
14.10%
19.51%
Volatility – 3 Years
—
18.47%
Beta – 1 Year
0.80
1.09
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.33
0.62
Sharpe Ratio – 3 Years
—
1.03
Worst Rolling Year
—
11.32%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−13.29%
−16.69%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 30% · M 42% · S 28%
Number of Stocks
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Portfolio P/E
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—
Top 5 Holdings
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Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
Top Sectors
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Fixed Fee
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—
Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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