Compare Schemes

InCred Credit Opportunities Fund III vs Sundaram Alternative - Opportunities Series - Atlas

InCred Credit Opportunities Fund III

Sundaram Alternative - Opportunities Series - Atlas

Add Scheme

Return for the risk

3 yrs return

20%

25%

30%

Sundaram Alternative - Opportunities Series - Atlas

23.3% • vol 20.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

−1.41%

6 Months

—

25.53%

1 Year

—

27.30%

3 Years

—

23.29%

5 Years

—

Since Inception

—

20.51%

Fund Age

—

4 yrs 5 mo

AUM

—

Alpha – 1 Year

—

24.92%

Alpha – 3 Years

—

12.08%

Information Ratio – 3 Years

—

1.04

Volatility – 1 Year

—

28.26%

Volatility – 3 Years

—

20.05%

Beta – 1 Year

—

1.42

Beta – 3 Years

—

1.07

Sharpe Ratio – 1 Year

—

0.79

Sharpe Ratio – 3 Years

—

0.87

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.25% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 3% / 2%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.