Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
Steptrade Revolution Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
1.11%
6 Months
11.89%
12.07%
1 Year
7.39%
−10.50%
3 Years
13.60%
—
5 Years
11.50%
—
Since Inception
13.94%
10.88%
Fund Age
6 yrs 8 mo
2 yrs 2 mo
AUM
₹134.68 Cr
₹167 Cr
Alpha – 1 Year
8.81%
−15.69%
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
19.90%
34.34%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.00
1.61
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.18
-0.25
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
7.35%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.98%
−31.60%
Recovery Period
488 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.60%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 18% · S 37%
M 1% · S 57%
Number of Stocks
—
80
Portfolio P/E
—
22.59
Top 5 Holdings
—
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%