Alternative Investment Funds (AIF)Compare Schemes
Azurean India Equity Fund 1 vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Azurean India Equity Fund 1
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.56%
−1.41%
6 Months
−2.11%
25.53%
1 Year
−0.01%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
−1.23%
20.51%
Fund Age
1 yr 9 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−2.13%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
15.20%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
0.85
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.28
0.79
Sharpe Ratio – 3 Years
—
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.73%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 69% · M 18% · S 12%
—
Number of Stocks
41
—
Portfolio P/E
18.41
—
Top 5 Holdings
ICICI Bank Ltd · 8.81%
Kotak Mahindra Bank Ltd · 7.95%
Axis Bank Ltd · 7.62%
HDFC Bank Ltd · 6.09%
Zydus Lifesciences Ltd · 5.42%
—
Top Sectors
Financial Services · 37.92%
Fast Moving Consumer Goods · 16.18%
Healthcare · 11.54%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%