Alternative Investment Funds (AIF)Compare Schemes
Samvitti Capital Alpha Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Samvitti Capital Alpha Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.93%
−1.41%
6 Months
24.74%
25.53%
1 Year
9.95%
27.30%
3 Years
13.72%
23.29%
5 Years
13.73%
—
Since Inception
12.27%
20.51%
Fund Age
10 yrs 8 mo
4 yrs 5 mo
AUM
₹226.03 Cr
—
Alpha – 1 Year
8.00%
24.92%
Alpha – 3 Years
3.06%
12.08%
Information Ratio – 3 Years
0.24
1.04
Volatility – 1 Year
26.09%
28.26%
Volatility – 3 Years
24.92%
20.05%
Beta – 1 Year
1.14
1.42
Beta – 3 Years
1.19
1.07
Sharpe Ratio – 1 Year
0.27
0.79
Sharpe Ratio – 3 Years
0.42
0.87
Worst Rolling Year
-11.97%
—
Value at Worst Rolling Year
₹0.88 Cr
—
Deepest Drawdown
−33.71%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
79.93%
—
Median Rolling Year
14.39%
—
5-Year Rolling Windows Positive
95.65%
—
Market-Cap Mix
L 5% · M 3% · S 93%
—
Number of Stocks
59
—
Portfolio P/E
88.80
—
Top 5 Holdings
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 3% / 2%