Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative - Opportunities Series - Atlas vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative - Opportunities Series - Atlas
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.40%
6 Months
25.53%
4.71%
1 Year
27.30%
9.48%
3 Years
23.29%
5.09%
5 Years
—
7.27%
Since Inception
20.51%
7.18%
Fund Age
4 yrs 5 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
24.92%
7.96%
Alpha – 3 Years
12.08%
−5.01%
Information Ratio – 3 Years
1.04
-0.38
Volatility – 1 Year
28.26%
1.59%
Volatility – 3 Years
20.05%
6.50%
Beta – 1 Year
1.42
0.04
Beta – 3 Years
1.07
-0.12
Sharpe Ratio – 1 Year
0.79
2.33
Sharpe Ratio – 3 Years
0.87
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−8.84%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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Number of Stocks
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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%
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