Alternative Investment Funds (AIF)Compare Schemes
First Water Capital Fund - II vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
First Water Capital Fund - II
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
Nifty 500 · 16.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
−1.41%
6 Months
13.07%
25.53%
1 Year
6.96%
27.30%
3 Years
18.80%
23.29%
5 Years
—
—
Since Inception
19.50%
20.51%
Fund Age
3 yrs
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
1.48%
24.92%
Alpha – 3 Years
1.90%
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
22.08%
28.26%
Volatility – 3 Years
18.54%
20.05%
Beta – 1 Year
0.94
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.16
0.79
Sharpe Ratio – 3 Years
0.73
0.87
Worst Rolling Year
18.38%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−19.34%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.38%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 1% · M 5% · S 89%
—
Number of Stocks
37
—
Portfolio P/E
12.80
—
Top 5 Holdings
Karnataka Bank Ltd · 7.45%
Redington Ltd · 6.12%
Jindal Saw Ltd · 5.93%
Steel Strips Wheels Ltd · 5.90%
IIFL Finance Ltd · 5.50%
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Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%