Alternative Investment Funds (AIF)Compare Schemes
RATIONAL EQUITY SCHEME - 2 vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeReturn for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.14%
−1.41%
6 Months
12.88%
25.53%
1 Year
0.59%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
6.12%
20.51%
Fund Age
14 mo
4 yrs 5 mo
AUM
₹29 Cr
—
Alpha – 1 Year
−2.78%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
23.29%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
1.16
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.11
0.79
Sharpe Ratio – 3 Years
—
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.39%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
—
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%