Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
−1.41%
6 Months
10.60%
25.53%
1 Year
55.60%
27.30%
3 Years
27.08%
23.29%
5 Years
—
—
Since Inception
24.03%
20.51%
Fund Age
3 yrs 6 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
19.50%
24.92%
Alpha – 3 Years
7.95%
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
18.93%
28.26%
Volatility – 3 Years
15.34%
20.05%
Beta – 1 Year
1.03
1.42
Beta – 3 Years
0.30
1.07
Sharpe Ratio – 1 Year
2.27
0.79
Sharpe Ratio – 3 Years
1.40
0.87
Worst Rolling Year
21.02%
—
Value at Worst Rolling Year
₹1.21 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.36%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
0.00
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%