Alternative Investment Funds (AIF)Compare Schemes
First Water Capital Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
First Water Capital Fund
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
3.32%
−1.41%
6 Months
10.08%
25.53%
1 Year
−0.32%
27.30%
3 Years
19.14%
23.29%
5 Years
17.44%
—
Since Inception
28.00%
20.51%
Fund Age
5 yrs 11 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−5.80%
24.92%
Alpha – 3 Years
2.20%
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
26.96%
28.26%
Volatility – 3 Years
22.84%
20.05%
Beta – 1 Year
1.13
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.09
0.79
Sharpe Ratio – 3 Years
0.65
0.87
Worst Rolling Year
19.14%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−26.90%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.39%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 6% · M 12% · S 77%
—
Number of Stocks
21
—
Portfolio P/E
11.90
—
Top 5 Holdings
Polyplex Corporation Ltd · 10.68%
Jindal Saw Ltd · 8.23%
KRBL Ltd · 7.92%
Bharat Petroleum Corporation Ltd · 6.18%
NMDC Ltd · 6.10%
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%