Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs Sundaram Alternative - Opportunities Series - Atlas
Nippon - The 5 Trillion Dollar Opportunity
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar Opportunity
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
1.65%
−1.41%
6 Months
2.29%
25.53%
1 Year
−0.68%
27.30%
3 Years
11.13%
23.29%
5 Years
11.10%
—
Since Inception
17.68%
20.51%
Fund Age
1 yr 11 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−3.08%
24.92%
Alpha – 3 Years
−0.07%
12.08%
Information Ratio – 3 Years
-0.09
1.04
Volatility – 1 Year
14.64%
28.26%
Volatility – 3 Years
13.98%
20.05%
Beta – 1 Year
0.82
1.42
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
-0.45
0.79
Sharpe Ratio – 3 Years
0.42
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 39% · M 15% · S 42%
—
Number of Stocks
41
—
Portfolio P/E
31.71
—
Top 5 Holdings
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
—
Top Sectors
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%