Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
−0.89%
6 Months
8.78%
29.38%
1 Year
8.27%
43.41%
3 Years
—
26.47%
5 Years
—
17.82%
Since Inception
10.68%
22.57%
Fund Age
2 yrs 3 mo
6 yrs 8 mo
AUM
—
—
Alpha – 1 Year
6.32%
33.80%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
18.85%
23.30%
Volatility – 3 Years
—
18.62%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.21
1.44
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
−15.53%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 28% · M 39% · S 32%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Aditya Birla Capital Ltd · 8.80%
Laurus Labs Ltd · 7.40%
Biocon Ltd · 6.80%
ICICI Bank Ltd · 5.90%
Star Health & Allied Insurance Company Ltd · 3.80%
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Top Sectors
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Fixed Fee
2.25% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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