Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
Prudent Equity ACE Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
−2.40%
6 Months
8.18%
4.20%
1 Year
3.90%
−1.50%
3 Years
—
17.60%
5 Years
—
—
Since Inception
28.15%
23.60%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹169 Cr
—
Alpha – 1 Year
−2.45%
−3.50%
Alpha – 3 Years
—
6.90%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
29.52%
23.18%
Volatility – 3 Years
41.58%
24.12%
Beta – 1 Year
—
1.17
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.09
-0.20
Sharpe Ratio – 3 Years
0.66
0.56
Worst Rolling Year
29.06%
17.56%
Value at Worst Rolling Year
₹1.29 Cr
₹1.18 Cr
Deepest Drawdown
−16.43%
−23.18%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
27.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 34%
—
Number of Stocks
27
—
Portfolio P/E
17.10
—
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
—
Top Sectors
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
—
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%