Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs Vedartha India Opportunities Fund - Series 1
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
Vedartha India Opportunities Fund - Series 1
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · 5.2%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.11%
−0.27%
6 Months
12.07%
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1 Year
−10.50%
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3 Years
—
—
5 Years
—
—
Since Inception
10.88%
9.33%
Fund Age
2 yrs 2 mo
5 mo
AUM
₹167 Cr
₹135 Cr
Alpha – 1 Year
−15.69%
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Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
34.34%
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Volatility – 3 Years
—
—
Beta – 1 Year
1.61
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.25
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Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−31.60%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 1% · S 57%
L 17% · M 12% · S 40%
Number of Stocks
80
23
Portfolio P/E
22.59
21.90
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%
Gujarat Pipavav Port Limited · 6.97%
HDFC Bank Limited · 6.81%
SBI Life Insurance Company Limited · 5.32%
PI Industries Limited · 4.51%
Mrs Bectors Food Specialities Limited · 4.00%
Top Sectors
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Cash & Cash Equivalents · 30.67%
Financial Services · 17.60%
Services · 12.94%
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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