Alternative Investment Funds (AIF)Compare Schemes
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs Sundaram Alternative - Opportunities Series - Atlas
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
−1.41%
6 Months
1.31%
25.53%
1 Year
5.72%
27.30%
3 Years
15.69%
23.29%
5 Years
17.06%
—
Since Inception
18.15%
20.51%
Fund Age
5 yrs 3 mo
4 yrs 5 mo
AUM
₹1,828 Cr
—
Alpha – 1 Year
6.15%
24.92%
Alpha – 3 Years
7.12%
12.08%
Information Ratio – 3 Years
1.44
1.04
Volatility – 1 Year
18.93%
28.26%
Volatility – 3 Years
15.01%
20.05%
Beta – 1 Year
1.16
1.42
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
0.10
0.79
Sharpe Ratio – 3 Years
0.66
0.87
Worst Rolling Year
13.67%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.27%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.76%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%