Alternative Investment Funds (AIF)Compare Schemes
Profusion All Weather Fund vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Profusion All Weather Fund
Vedartha Equity Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Index · -0.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.84%
−0.10%
6 Months
9.01%
—
1 Year
12.22%
2.64%
3 Years
—
—
5 Years
—
—
Since Inception
12.00%
4.39%
Fund Age
13 mo
15 mo
AUM
₹64.49 Cr
₹449 Cr
Alpha – 1 Year
12.59%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.50%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.50
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.69
—
Sharpe Ratio – 3 Years
—
—
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 55% · M 5% · S 32%
Number of Stocks
—
25
Portfolio P/E
—
16.00
Top 5 Holdings
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
—
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
—
—