Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.11%
2.39%
6 Months
12.07%
7.53%
1 Year
−10.50%
4.35%
3 Years
—
8.80%
5 Years
—
10.81%
Since Inception
10.88%
12.10%
Fund Age
2 yrs 2 mo
5 yrs 1 mo
AUM
₹167 Cr
—
Alpha – 1 Year
−15.69%
1.37%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
34.34%
16.32%
Volatility – 3 Years
—
14.28%
Beta – 1 Year
1.61
0.89
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
-0.25
0.00
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
7.61%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−31.60%
−15.88%
Recovery Period
Not yet recovered
103 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.31%
5-Year Rolling Windows Positive
—
100.00%
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%
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Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—