Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.11%
−0.89%
6 Months
12.07%
29.38%
1 Year
−10.50%
43.41%
3 Years
—
26.47%
5 Years
—
17.82%
Since Inception
10.88%
22.57%
Fund Age
2 yrs 2 mo
6 yrs 8 mo
AUM
₹167 Cr
—
Alpha – 1 Year
−15.69%
33.80%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
34.34%
23.30%
Volatility – 3 Years
—
18.62%
Beta – 1 Year
1.61
1.04
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.25
1.44
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
−31.60%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
M 1% · S 57%
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Number of Stocks
80
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Portfolio P/E
22.59
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Top 5 Holdings
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
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Top Sectors
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
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Fixed Fee
—
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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