Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative Opportunities Series - ACORN vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative Opportunities Series - ACORN
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
15%
20%
25%
30%
NIFTY Midcap 100 Index · 18.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.89%
1.92%
6 Months
29.38%
6.21%
1 Year
43.41%
5.06%
3 Years
26.47%
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5 Years
17.82%
—
Since Inception
22.57%
18.57%
Fund Age
6 yrs 8 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
33.80%
—
Alpha – 3 Years
7.88%
—
Information Ratio – 3 Years
0.70
—
Volatility – 1 Year
23.30%
10.66%
Volatility – 3 Years
18.62%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
1.44
0.14
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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−7.47%
Recovery Period
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Not yet recovered
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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L 46% · M 15% · S 20%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
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Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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