Alternative Investment Funds (AIF)Compare Schemes
Emkay - Capital Builder Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
Emkay - Capital Builder 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
6.84%
−0.89%
6 Months
5.01%
29.38%
1 Year
8.78%
43.41%
3 Years
—
26.47%
5 Years
—
17.82%
Since Inception
8.70%
22.57%
Fund Age
2 yrs
6 yrs 8 mo
AUM
₹44.9 Cr
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Alpha – 1 Year
5.80%
33.80%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
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0.70
Volatility – 1 Year
17.25%
23.30%
Volatility – 3 Years
—
18.62%
Beta – 1 Year
0.90
1.04
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.26
1.44
Sharpe Ratio – 3 Years
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1.07
Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
−14.50%
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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
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 62% · M 17% · S 22%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Divis Laboratories Ltd · 9.50%
HDFC Bank Ltd · 7.80%
Federal Bank Ltd · 7.60%
Laurus Labs Ltd · 7.60%
ICICI Bank Ltd · 7.30%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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