Alternative Investment Funds (AIF)Compare Schemes
SAMEEKSHA INDIA EQUITY FUND vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
SAMEEKSHA INDIA EQUITY FUND
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.04%
2.39%
6 Months
14.10%
7.53%
1 Year
7.50%
4.35%
3 Years
22.84%
8.80%
5 Years
—
10.81%
Since Inception
23.58%
12.10%
Fund Age
4 yrs 5 mo
5 yrs 1 mo
AUM
₹1,282.88 Cr
—
Alpha – 1 Year
4.52%
1.37%
Alpha – 3 Years
10.95%
−3.09%
Information Ratio – 3 Years
0.98
-0.44
Volatility – 1 Year
21.85%
16.32%
Volatility – 3 Years
16.29%
14.28%
Beta – 1 Year
1.19
0.89
Beta – 3 Years
0.92
0.88
Sharpe Ratio – 1 Year
0.18
0.00
Sharpe Ratio – 3 Years
0.98
0.29
Worst Rolling Year
22.35%
7.61%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−17.55%
−15.88%
Recovery Period
91 days
103 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.61%
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 12% · S 64%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—