Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Chanakya 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
0.47%
−1.41%
6 Months
8.18%
25.53%
1 Year
3.90%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
28.15%
20.51%
Fund Age
3 yrs
4 yrs 5 mo
AUM
₹169 Cr
—
Alpha – 1 Year
−2.45%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
29.52%
28.26%
Volatility – 3 Years
41.58%
20.05%
Beta – 1 Year
—
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.09
0.79
Sharpe Ratio – 3 Years
0.66
0.87
Worst Rolling Year
29.06%
—
Value at Worst Rolling Year
₹1.29 Cr
—
Deepest Drawdown
−16.43%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.06%
—
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
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%