Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs Sundaram Alternative - Opportunities Series - Atlas
D&B - India Opportunities Multicap Fund
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Index · 7.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
−1.41%
6 Months
11.89%
25.53%
1 Year
7.39%
27.30%
3 Years
13.60%
23.29%
5 Years
11.50%
—
Since Inception
13.94%
20.51%
Fund Age
6 yrs 8 mo
4 yrs 5 mo
AUM
₹134.68 Cr
—
Alpha – 1 Year
8.81%
24.92%
Alpha – 3 Years
5.90%
12.08%
Information Ratio – 3 Years
0.41
1.04
Volatility – 1 Year
19.90%
28.26%
Volatility – 3 Years
17.79%
20.05%
Beta – 1 Year
1.00
1.42
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
0.18
0.79
Sharpe Ratio – 3 Years
0.47
0.87
Worst Rolling Year
7.35%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.98%
—
Recovery Period
488 days
—
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%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%