Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
−1.41%
6 Months
−6.89%
25.53%
1 Year
−7.76%
27.30%
3 Years
4.56%
23.29%
5 Years
—
—
Since Inception
−0.23%
20.51%
Fund Age
4 yrs 9 mo
4 yrs 5 mo
AUM
₹60.72 Cr
—
Alpha – 1 Year
−7.69%
24.92%
Alpha – 3 Years
−8.90%
12.08%
Information Ratio – 3 Years
-0.99
1.04
Volatility – 1 Year
16.44%
28.26%
Volatility – 3 Years
15.44%
20.05%
Beta – 1 Year
0.87
1.42
Beta – 3 Years
0.83
1.07
Sharpe Ratio – 1 Year
-0.74
0.79
Sharpe Ratio – 3 Years
0.01
0.87
Worst Rolling Year
-1.67%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−22.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
91.63%
—
Median Rolling Year
4.61%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 80%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
—
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%