Alternative Investment Funds (AIF)Compare Schemes
Prudent Equity ACE Fund vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Prudent Equity ACE Fund
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.40%
2.39%
6 Months
4.20%
7.53%
1 Year
−1.50%
4.35%
3 Years
17.60%
8.80%
5 Years
—
10.81%
Since Inception
23.60%
12.10%
Fund Age
3 yrs 7 mo
5 yrs 1 mo
AUM
—
—
Alpha – 1 Year
−3.50%
1.37%
Alpha – 3 Years
6.90%
−3.09%
Information Ratio – 3 Years
0.28
-0.44
Volatility – 1 Year
23.18%
16.32%
Volatility – 3 Years
24.12%
14.28%
Beta – 1 Year
1.17
0.89
Beta – 3 Years
1.20
0.88
Sharpe Ratio – 1 Year
-0.20
0.00
Sharpe Ratio – 3 Years
0.56
0.29
Worst Rolling Year
17.56%
7.61%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−23.18%
−15.88%
Recovery Period
Not yet recovered
103 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.42%
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
3.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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