Alternative Investment Funds (AIF)Compare Schemes
Shaan Patel Asset Management Fund vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Shaan Patel Asset Management Fund
Vedartha Equity Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 500 Index · 2.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.40%
−0.10%
6 Months
16.32%
—
1 Year
5.56%
2.64%
3 Years
—
—
5 Years
—
—
Since Inception
3.49%
4.39%
Fund Age
12 mo
15 mo
AUM
—
₹449 Cr
Alpha – 1 Year
3.18%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.00%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.06
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.82%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 10% · S 38%
L 55% · M 5% · S 32%
Number of Stocks
13
25
Portfolio P/E
26.85
16.00
Top 5 Holdings
—
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
—
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—