Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs NIEO 8 (Unlimited India)
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
NIEO 8 (Unlimited India)
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
1.46%
6 Months
6.80%
4.35%
1 Year
2.38%
−1.91%
3 Years
13.18%
9.43%
5 Years
—
—
Since Inception
14.39%
15.43%
Fund Age
4 yrs 7 mo
4 yrs 1 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
−4.31%
Alpha – 3 Years
−0.04%
−1.77%
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
16.17%
15.55%
Volatility – 3 Years
16.05%
—
Beta – 1 Year
0.85
0.86
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.11
-0.44
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
12.74%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−19.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.76%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 43% · M 30% · S 23%
L 35% · M 15% · S 44%
Number of Stocks
31
44
Portfolio P/E
40.67
35.37
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
Cash & Cash Equivalent · 5.81%
ICICI Bank Ltd · 5.23%
PNB Housing Finance Ltd · 4.22%
Krishna Institute of Medical Sciences Ltd · 4.16%
Edelweiss Financial Services Ltd · 3.72%
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Financial Services · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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