Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.11%
−1.41%
6 Months
12.07%
25.53%
1 Year
−10.50%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
10.88%
20.51%
Fund Age
2 yrs 2 mo
4 yrs 5 mo
AUM
₹167 Cr
—
Alpha – 1 Year
−15.69%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
34.34%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
1.61
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.25
0.79
Sharpe Ratio – 3 Years
—
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−31.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 1% · S 57%
—
Number of Stocks
80
—
Portfolio P/E
22.59
—
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%
—
Top Sectors
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 3% / 2%