Alternative Investment Funds (AIF)Compare Schemes
Renaissance India Next Fund III - Cat III AIF vs Sundaram Alternative - Opportunities Series - Atlas
Renaissance India Next Fund III - Cat III AIF
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Renaissance India Next Fund III - Cat III AIF
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.37%
−1.41%
6 Months
1.97%
25.53%
1 Year
−1.96%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
10.29%
20.51%
Fund Age
2 yrs 9 mo
4 yrs 5 mo
AUM
₹302 Cr
—
Alpha – 1 Year
−0.41%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
18.68%
28.26%
Volatility – 3 Years
17.30%
20.05%
Beta – 1 Year
1.10
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.31
0.79
Sharpe Ratio – 3 Years
0.26
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.19%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
HDFC Bank Ltd · 8.78%
One 97 Communications Ltd · 6.68%
Reliance Industries Ltd · 6.07%
State Bank of India · 5.22%
ICICI Bank Ltd · 4.76%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 3% / 2%