Alternative Investment Funds (AIF)Compare Schemes
Umbrella Blend Fund 2 vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Umbrella Blend Fund 2
Vedartha Equity Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.39%
−0.10%
6 Months
7.53%
—
1 Year
4.35%
2.64%
3 Years
8.80%
—
5 Years
10.81%
—
Since Inception
12.10%
4.39%
Fund Age
5 yrs 1 mo
15 mo
AUM
—
₹449 Cr
Alpha – 1 Year
1.37%
—
Alpha – 3 Years
−3.09%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
16.32%
—
Volatility – 3 Years
14.28%
—
Beta – 1 Year
0.89
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.00
—
Sharpe Ratio – 3 Years
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
—
L 55% · M 5% · S 32%
Number of Stocks
—
25
Portfolio P/E
—
16.00
Top 5 Holdings
—
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
—
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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