Alternative Investment Funds (AIF)Compare Schemes
SAMEEKSHA INDIA EQUITY FUND vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
SAMEEKSHA INDIA EQUITY FUND
Sundaram Alternative - Opportunities Series - Atlas
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%
−1.41%
6 Months
14.10%
25.53%
1 Year
7.50%
27.30%
3 Years
22.84%
23.29%
5 Years
—
—
Since Inception
23.58%
20.51%
Fund Age
4 yrs 5 mo
4 yrs 5 mo
AUM
₹1,282.88 Cr
—
Alpha – 1 Year
4.52%
24.92%
Alpha – 3 Years
10.95%
12.08%
Information Ratio – 3 Years
0.98
1.04
Volatility – 1 Year
21.85%
28.26%
Volatility – 3 Years
16.29%
20.05%
Beta – 1 Year
1.19
1.42
Beta – 3 Years
0.92
1.07
Sharpe Ratio – 1 Year
0.18
0.79
Sharpe Ratio – 3 Years
0.98
0.87
Worst Rolling Year
22.35%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−17.55%
—
Recovery Period
91 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.61%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 12% · S 64%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%