Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative Opportunities Series - ACORN vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative Opportunities Series - ACORN
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY Midcap 100 Index · 18.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.89%
2.39%
6 Months
29.38%
7.53%
1 Year
43.41%
4.35%
3 Years
26.47%
8.80%
5 Years
17.82%
10.81%
Since Inception
22.57%
12.10%
Fund Age
6 yrs 8 mo
5 yrs 1 mo
AUM
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—
Alpha – 1 Year
33.80%
1.37%
Alpha – 3 Years
7.88%
−3.09%
Information Ratio – 3 Years
0.70
-0.44
Volatility – 1 Year
23.30%
16.32%
Volatility – 3 Years
18.62%
14.28%
Beta – 1 Year
1.04
0.89
Beta – 3 Years
0.84
0.88
Sharpe Ratio – 1 Year
1.44
0.00
Sharpe Ratio – 3 Years
1.07
0.29
Worst Rolling Year
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7.61%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−15.88%
Recovery Period
—
103 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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—
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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