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Sundaram Alternative Opportunities Series - ACORN vs ValueQuest India Inflexion Fund

Sundaram Alternative Opportunities Series - ACORN

ValueQuest India Inflexion Fund

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Return for the risk

3 yrs return

15%

20%

25%

30%

NIFTY Midcap 100 Index · 18.6%

Sundaram Alternative Opportunities Series - ACORN

26.5% • vol 18.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−0.89%

5.92%

6 Months

29.38%

47.82%

1 Year

43.41%

43.33%

3 Years

26.47%

—

5 Years

17.82%

—

Since Inception

22.57%

48.04%

Fund Age

6 yrs 8 mo

14 mo

AUM

—

Alpha – 1 Year

33.80%

40.35%

Alpha – 3 Years

7.88%

—

Information Ratio – 3 Years

0.70

—

Volatility – 1 Year

23.30%

24.49%

Volatility – 3 Years

18.62%

—

Beta – 1 Year

1.04

1.00

Beta – 3 Years

0.84

—

Sharpe Ratio – 1 Year

1.44

1.38

Sharpe Ratio – 3 Years

1.07

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Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

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L 7% · M 5% · S 87%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

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Top Sectors

—

Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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