Alternative Investment Funds (AIF)Compare Schemes
SAMEEKSHA INDIA EQUITY FUND vs Shaan Patel Asset Management Fund
Add SchemeGrowth of ₹1 Crore
SAMEEKSHA INDIA EQUITY FUND
Shaan Patel Asset Management Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.04%
3.40%
6 Months
14.10%
16.32%
1 Year
7.50%
5.56%
3 Years
22.84%
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5 Years
—
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Since Inception
23.58%
3.49%
Fund Age
4 yrs 5 mo
12 mo
AUM
₹1,282.88 Cr
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Alpha – 1 Year
4.52%
3.18%
Alpha – 3 Years
10.95%
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Information Ratio – 3 Years
0.98
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Volatility – 1 Year
21.85%
13.00%
Volatility – 3 Years
16.29%
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Beta – 1 Year
1.19
0.06
Beta – 3 Years
0.92
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Sharpe Ratio – 1 Year
0.18
0.06
Sharpe Ratio – 3 Years
0.98
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Worst Rolling Year
22.35%
—
Value at Worst Rolling Year
₹1.22 Cr
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Deepest Drawdown
−17.55%
−11.82%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.61%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 23% · M 12% · S 64%
L 9% · M 10% · S 38%
Number of Stocks
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13
Portfolio P/E
—
26.85
Top 5 Holdings
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Top Sectors
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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