Alternative Investment Funds (AIF)Compare Schemes
Nippon - Champions 21st Century vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Nippon - Champions 21st Century
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 500 Index · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
−1.41%
6 Months
2.86%
25.53%
1 Year
−0.70%
27.30%
3 Years
10.21%
23.29%
5 Years
11.39%
—
Since Inception
14.50%
20.51%
Fund Age
10 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−3.10%
24.92%
Alpha – 3 Years
−0.99%
12.08%
Information Ratio – 3 Years
-0.46
1.04
Volatility – 1 Year
14.46%
28.26%
Volatility – 3 Years
14.09%
20.05%
Beta – 1 Year
0.82
1.42
Beta – 3 Years
0.89
1.07
Sharpe Ratio – 1 Year
-0.42
0.79
Sharpe Ratio – 3 Years
0.33
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
L 47% · M 8% · S 40%
—
Number of Stocks
41
—
Portfolio P/E
34.07
—
Top 5 Holdings
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
—
Top Sectors
Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%