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Nippon - (Empowered India) vs Sundaram Alternative Opportunities Series - ACORN

Nippon - (Empowered India)

Sundaram Alternative Opportunities Series - ACORN

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Return for the risk

3 yrs return

20%

25%

30%

Sundaram Alternative Opportunities Series - ACORN

26.5% • vol 18.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−0.82%

−0.89%

6 Months

5.72%

29.38%

1 Year

1.32%

43.41%

3 Years

—

26.47%

5 Years

—

17.82%

Since Inception

1.83%

22.57%

Fund Age

12 mo

6 yrs 8 mo

AUM

—

Alpha – 1 Year

−1.08%

33.80%

Alpha – 3 Years

—

7.88%

Information Ratio – 3 Years

—

0.70

Volatility – 1 Year

17.16%

23.30%

Volatility – 3 Years

—

18.62%

Beta – 1 Year

0.93

1.04

Beta – 3 Years

—

0.84

Sharpe Ratio – 1 Year

-0.18

1.44

Sharpe Ratio – 3 Years

—

1.07

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 23% · M 17% · S 47%

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Number of Stocks

—

Portfolio P/E

35.98

—

Top 5 Holdings

Cash & Cash Equivalent · 12.38%

ICICI Bank Ltd · 4.59%

HDFC Bank Ltd · 3.38%

Edelweiss Financial Services Ltd · 3.33%

Biocon Ltd · 3.01%

—

Top Sectors

Financial Services · 30.15%

Healthcare · 11.14%

Capital Goods · 9.34%

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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