Alternative Investment Funds (AIF)Compare Schemes
BCAD vs Samvitti Capital Alpha Fund
Add SchemeGrowth of ₹1 Crore
BCAD
Samvitti Capital Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
−1.93%
6 Months
7.97%
24.74%
1 Year
3.52%
9.95%
3 Years
10.44%
13.72%
5 Years
—
13.73%
Since Inception
10.90%
12.27%
Fund Age
4 yrs 11 mo
10 yrs 8 mo
AUM
—
₹226.03 Cr
Alpha – 1 Year
0.54%
8.00%
Alpha – 3 Years
−1.45%
3.06%
Information Ratio – 3 Years
-0.09
0.24
Volatility – 1 Year
16.33%
26.09%
Volatility – 3 Years
15.51%
24.92%
Beta – 1 Year
0.89
1.14
Beta – 3 Years
0.92
1.19
Sharpe Ratio – 1 Year
-0.06
0.27
Sharpe Ratio – 3 Years
0.37
0.42
Worst Rolling Year
8.48%
-11.97%
Value at Worst Rolling Year
₹1.08 Cr
₹0.88 Cr
Deepest Drawdown
−16.99%
−33.71%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
79.93%
Median Rolling Year
11.54%
14.39%
5-Year Rolling Windows Positive
—
95.65%
Market-Cap Mix
—
L 5% · M 3% · S 93%
Number of Stocks
—
59
Portfolio P/E
—
88.80
Top 5 Holdings
—
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%