Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative - Opportunities Series - Atlas vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative - Opportunities Series - Atlas
White Oak Capital Equity 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%
3.22%
6 Months
25.53%
21.79%
1 Year
27.30%
13.76%
3 Years
23.29%
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5 Years
—
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Since Inception
20.51%
14.87%
Fund Age
4 yrs 5 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
24.92%
10.78%
Alpha – 3 Years
12.08%
—
Information Ratio – 3 Years
1.04
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Volatility – 1 Year
28.26%
19.93%
Volatility – 3 Years
20.05%
—
Beta – 1 Year
1.42
1.03
Beta – 3 Years
1.07
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Sharpe Ratio – 1 Year
0.79
0.47
Sharpe Ratio – 3 Years
0.87
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.96%
Recovery Period
—
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
—
M 8% · S 88%
Number of Stocks
—
88
Portfolio P/E
—
34.73
Top 5 Holdings
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Onemi Technology Solutions Ltd · 2.85%
Five-Star Business Finance Ltd · 2.44%
Sedemac Mechatronics Ltd · 2.42%
Shaily Engineering Plastics Ltd · 2.35%
Wheels India Ltd · 2.22%
Top Sectors
—
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
2.25% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 3% / 2%
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