Alternative Investment Funds (AIF)Compare Schemes
Narnolia India Opportunity Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Narnolia India Opportunity Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
−1.41%
6 Months
1.86%
25.53%
1 Year
7.02%
27.30%
3 Years
18.07%
23.29%
5 Years
16.25%
—
Since Inception
23.48%
20.51%
Fund Age
17 mo
4 yrs 5 mo
AUM
₹286.51 Cr
—
Alpha – 1 Year
4.04%
24.92%
Alpha – 3 Years
6.19%
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
13.36%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
0.72
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.17
0.79
Sharpe Ratio – 3 Years
—
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−9.59%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 54% · M 3% · S 29%
—
Number of Stocks
32
—
Portfolio P/E
18.83
—
Top 5 Holdings
PRISMA GLOBAL LIMITED EQ · 9.36%
SBI Nifty 50 ETF · 7.42%
ICICI Bank Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.78%
HDFC Bank Ltd · 5.55%
—
Top Sectors
Financial Services · 30.59%
Automobile and Auto Components · 13.71%
Others · 10.06%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%