Alternative Investment Funds (AIF)Compare Schemes
Mastergrowth 369 Alternate Investment Trust vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Mastergrowth 369 Alternate Investment Trust
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
11.03%
2.39%
6 Months
19.68%
7.53%
1 Year
—
4.35%
3 Years
—
8.80%
5 Years
—
10.81%
Since Inception
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12.10%
Fund Age
10 mo
5 yrs 1 mo
AUM
₹21 Cr
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Alpha – 1 Year
—
1.37%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
—
16.32%
Volatility – 3 Years
—
14.28%
Beta – 1 Year
—
0.89
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.00
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
7.61%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−15.88%
Recovery Period
—
103 days
1-Year Rolling Windows Positive
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100.00%
Median Rolling Year
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12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 10% · S 88%
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Number of Stocks
16
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Portfolio P/E
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Top 5 Holdings
Optiemus Infracom Ltd · 10.10%
HP Telecom India Ltd · 9.93%
Dixon Technologies (India) Ltd · 9.81%
Kajaria Ceramics Ltd · 8.37%
Sumeet Industries Ltd · 8.30%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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