Alternative Investment Funds (AIF)Compare Schemes
IKIGAI Small Cap Fund vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
IKIGAI Small Cap Fund
Vedartha Equity Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.04%
−0.10%
6 Months
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—
1 Year
—
2.64%
3 Years
—
—
5 Years
—
—
Since Inception
27.03%
4.39%
Fund Age
5 mo
15 mo
AUM
₹3,837 Cr
₹449 Cr
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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—
Beta – 1 Year
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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—
Worst Rolling Year
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Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 6% · M 16% · S 76%
L 55% · M 5% · S 32%
Number of Stocks
48
25
Portfolio P/E
28.00
16.00
Top 5 Holdings
Other Equities · 9.83%
Cash & Cash Equivalent · 8.70%
Kajaria Ceramics Ltd · 3.85%
ALKYL AMINES CHEMICALS LTD · 3.80%
AIA ENGINEERING LTD · 3.17%
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
Financial Services · 12.03%
Chemicals · 11.26%
Capital Goods · 11.06%
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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