Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs UTI Real Estate Opportunites Fund I (ROF I)
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
UTI Real Estate Opportunites Fund I (ROF I)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
—
6 Months
−6.89%
—
1 Year
−7.76%
—
3 Years
4.56%
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5 Years
—
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Since Inception
−0.23%
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Fund Age
4 yrs 9 mo
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AUM
₹60.72 Cr
—
Alpha – 1 Year
−7.69%
—
Alpha – 3 Years
−8.90%
—
Information Ratio – 3 Years
-0.99
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Volatility – 1 Year
16.44%
—
Volatility – 3 Years
15.44%
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Beta – 1 Year
0.87
—
Beta – 3 Years
0.83
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Sharpe Ratio – 1 Year
-0.74
—
Sharpe Ratio – 3 Years
0.01
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Worst Rolling Year
-1.67%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−22.80%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
91.63%
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Median Rolling Year
4.61%
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
M 4% · S 80%
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Number of Stocks
—
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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