Alternative Investment Funds (AIF)Compare Schemes
Amrit Kaal Opportunities Fund vs RATIONAL EQUITY FLAGSHIP FUND I
Add SchemeGrowth of ₹1 Crore
Amrit Kaal Opportunities Fund
RATIONAL EQUITY FLAGSHIP FUND I
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.89%
2.91%
6 Months
19.02%
8.52%
1 Year
11.38%
−1.69%
3 Years
—
21.12%
5 Years
—
—
Since Inception
13.12%
27.36%
Fund Age
2 yrs 2 mo
3 yrs 4 mo
AUM
—
₹100 Cr
Alpha – 1 Year
6.86%
−5.06%
Alpha – 3 Years
—
8.57%
Information Ratio – 3 Years
—
0.22
Volatility – 1 Year
25.58%
26.41%
Volatility – 3 Years
—
25.24%
Beta – 1 Year
1.07
1.39
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.33
-0.02
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
21.12%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
−18.56%
−21.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 7% · S 61%
—
Number of Stocks
20
—
Portfolio P/E
27.55
—
Top 5 Holdings
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
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%