Alternative Investment Funds (AIF)Compare Schemes
RATIONAL EQUITY FLAGSHIP FUND I vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
RATIONAL EQUITY FLAGSHIP FUND I
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.91%
−1.41%
6 Months
8.52%
25.53%
1 Year
−1.69%
27.30%
3 Years
21.12%
23.29%
5 Years
—
—
Since Inception
27.36%
20.51%
Fund Age
3 yrs 4 mo
4 yrs 5 mo
AUM
₹100 Cr
—
Alpha – 1 Year
−5.06%
24.92%
Alpha – 3 Years
8.57%
12.08%
Information Ratio – 3 Years
0.22
1.04
Volatility – 1 Year
26.41%
28.26%
Volatility – 3 Years
25.24%
20.05%
Beta – 1 Year
1.39
1.42
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
-0.02
0.79
Sharpe Ratio – 3 Years
0.67
0.87
Worst Rolling Year
21.12%
—
Value at Worst Rolling Year
₹1.21 Cr
—
Deepest Drawdown
−21.57%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
26.37%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
20% of profit, above 6%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 3% / 2%