Alternative Investment Funds (AIF)Compare Schemes
Amrit Kaal Opportunities Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Amrit Kaal Opportunities Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.89%
−1.41%
6 Months
19.02%
25.53%
1 Year
11.38%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
13.12%
20.51%
Fund Age
2 yrs 2 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
6.86%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
25.58%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
1.07
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.33
0.79
Sharpe Ratio – 3 Years
—
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.56%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%