Alternative Investment Funds (AIF)Compare Schemes
ICICI Prudential Alpha Opportunities Fund AIF vs Sundaram Alternative - Opportunities Series - Atlas
ICICI Prudential Alpha Opportunities Fund AIF
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
ICICI Prudential Alpha Opportunities Fund AIF
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.46%
−1.41%
6 Months
4.70%
25.53%
1 Year
9.20%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
17.92%
20.51%
Fund Age
2 yrs 8 mo
4 yrs 5 mo
AUM
₹1,554.28 Cr
—
Alpha – 1 Year
7.68%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
17.07%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
0.99
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.28
0.79
Sharpe Ratio – 3 Years
—
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 69% · M 13% · S 17%
—
Number of Stocks
40
—
Portfolio P/E
27.28
—
Top 5 Holdings
Bharti Airtel Ltd · 5.62%
ICICI Bank Ltd · 5.12%
Larsen & Toubro Ltd · 4.84%
Samvardhana Motherson International Ltd · 4.76%
Eternal Ltd · 4.64%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 3% / 2%