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Bharath Transformation Fund-Fund 1 vs NIEO 8 (Unlimited India)

Bharath Transformation Fund-Fund 1

NIEO 8 (Unlimited India)

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Return for the risk

1 yr return

-5%

NIEO 8 (Unlimited India)

-1.9% • vol 15.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

1.46%

6 Months

—

4.35%

1 Year

—

−1.91%

3 Years

—

9.43%

5 Years

—

Since Inception

—

15.43%

Fund Age

—

4 yrs 1 mo

AUM

—

Alpha – 1 Year

—

−4.31%

Alpha – 3 Years

—

−1.77%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

15.55%

Volatility – 3 Years

—

Beta – 1 Year

—

0.86

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.44

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 35% · M 15% · S 44%

Number of Stocks

—

Portfolio P/E

—

35.37

Top 5 Holdings

—

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

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Financial Services · 29.88%

Healthcare · 11.18%

Consumer Services · 10.47%

Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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