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Sundaram Alternative Opportunities Series - ACORN vs ValueQuest S.C.A.L.E. Fund II

Sundaram Alternative Opportunities Series - ACORN

ValueQuest S.C.A.L.E. Fund II

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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%

—

6 Months

29.38%

—

1 Year

43.41%

—

3 Years

26.47%

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5 Years

17.82%

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Since Inception

22.57%

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Fund Age

6 yrs 8 mo

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AUM

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Alpha – 1 Year

33.80%

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Alpha – 3 Years

7.88%

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Information Ratio – 3 Years

0.70

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Volatility – 1 Year

23.30%

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Volatility – 3 Years

18.62%

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Beta – 1 Year

1.04

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Beta – 3 Years

0.84

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Sharpe Ratio – 1 Year

1.44

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Sharpe Ratio – 3 Years

1.07

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Worst Rolling Year

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Value at Worst Rolling Year

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Deepest Drawdown

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Recovery Period

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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

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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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