Alternative Investment Funds (AIF)Compare Schemes
ITI - Long Short Equity Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
ITI - Long Short Equity Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Index · 7.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.31%
−1.41%
6 Months
−3.98%
25.53%
1 Year
−3.55%
27.30%
3 Years
10.56%
23.29%
5 Years
8.20%
—
Since Inception
11.86%
20.51%
Fund Age
8 yrs 4 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−2.13%
24.92%
Alpha – 3 Years
2.82%
12.08%
Information Ratio – 3 Years
0.29
1.04
Volatility – 1 Year
6.95%
28.26%
Volatility – 3 Years
8.51%
20.05%
Beta – 1 Year
0.29
1.42
Beta – 3 Years
0.49
1.07
Sharpe Ratio – 1 Year
-1.24
0.79
Sharpe Ratio – 3 Years
0.61
0.87
Worst Rolling Year
9.80%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−9.10%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.02%
—
5-Year Rolling Windows Positive
100.00%
—
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%