Alternative Investment Funds (AIF)Compare Schemes
Girik Multicap Growth Equity Fund II vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Girik Multicap Growth Equity Fund II
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.66%
−1.41%
6 Months
2.89%
25.53%
1 Year
−0.76%
27.30%
3 Years
13.46%
23.29%
5 Years
—
—
Since Inception
11.57%
20.51%
Fund Age
4 yrs 6 mo
4 yrs 5 mo
AUM
₹209.02 Cr
—
Alpha – 1 Year
−0.33%
24.92%
Alpha – 3 Years
4.89%
12.08%
Information Ratio – 3 Years
0.59
1.04
Volatility – 1 Year
17.36%
28.26%
Volatility – 3 Years
15.62%
20.05%
Beta – 1 Year
1.02
1.42
Beta – 3 Years
0.95
1.07
Sharpe Ratio – 1 Year
-0.30
0.79
Sharpe Ratio – 3 Years
0.57
0.87
Worst Rolling Year
13.39%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−22.84%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.24%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 38% · M 8% · S 24%
—
Number of Stocks
21
—
Portfolio P/E
40.33
—
Top 5 Holdings
Cash & Cash Equivalent · 9.11%
Bajaj Finance Ltd · 4.98%
Larsen & Toubro Ltd · 4.97%
HDFC Asset Management Company Ltd · 4.89%
RBL Bank Ltd · 4.85%
—
Top Sectors
Financial Services · 28.54%
Healthcare · 15.97%
Consumer Services · 11.46%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%