Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative - Opportunities Series - Atlas vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative - Opportunities Series - Atlas
Taksh India Enterprising Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
6.14%
6 Months
25.53%
25.35%
1 Year
27.30%
19.51%
3 Years
23.29%
—
5 Years
—
—
Since Inception
20.51%
10.22%
Fund Age
4 yrs 5 mo
1 yr 11 mo
AUM
—
₹553.62 Cr
Alpha – 1 Year
24.92%
16.14%
Alpha – 3 Years
12.08%
—
Information Ratio – 3 Years
1.04
—
Volatility – 1 Year
28.26%
16.04%
Volatility – 3 Years
20.05%
—
Beta – 1 Year
1.42
1.04
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.79
1.14
Sharpe Ratio – 3 Years
0.87
—
Worst Rolling Year
—
-6.05%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−12.78%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
70.47%
Median Rolling Year
—
3.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 18% · S 41%
Number of Stocks
—
25
Portfolio P/E
—
48.00
Top 5 Holdings
—
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
—
Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 3% / 2%
—