Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative - Opportunities Series - Atlas vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative - Opportunities Series - Atlas
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
2.39%
6 Months
25.53%
7.53%
1 Year
27.30%
4.35%
3 Years
23.29%
8.80%
5 Years
—
10.81%
Since Inception
20.51%
12.10%
Fund Age
4 yrs 5 mo
5 yrs 1 mo
AUM
—
—
Alpha – 1 Year
24.92%
1.37%
Alpha – 3 Years
12.08%
−3.09%
Information Ratio – 3 Years
1.04
-0.44
Volatility – 1 Year
28.26%
16.32%
Volatility – 3 Years
20.05%
14.28%
Beta – 1 Year
1.42
0.89
Beta – 3 Years
1.07
0.88
Sharpe Ratio – 1 Year
0.79
0.00
Sharpe Ratio – 3 Years
0.87
0.29
Worst Rolling Year
—
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 3% / 2%
—