Alternative Investment Funds (AIF)Compare Schemes
Brighter Mind Inevitable Fortune Fund vs Neo Treasury Plus Fund
Add SchemeGrowth of ₹1 Crore
Brighter Mind Inevitable Fortune Fund
Neo Treasury Plus Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
20%
NIFTY 500 Index · 2.4%
0%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
−2.36%
1.25%
6 Months
15.27%
5.92%
1 Year
−11.22%
12.62%
3 Years
—
—
5 Years
—
—
Since Inception
5.05%
13.19%
Fund Age
15 mo
3 yrs 6 mo
AUM
₹47.59 Cr
—
Alpha – 1 Year
−13.60%
13.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
36.51%
0.71%
Volatility – 3 Years
—
3.07%
Beta – 1 Year
1.82
0.03
Beta – 3 Years
—
-0.03
Sharpe Ratio – 1 Year
-0.32
9.16
Sharpe Ratio – 3 Years
—
-0.21
Worst Rolling Year
—
4.08%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−32.59%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
5.09%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
—
Number of Stocks
32
—
Portfolio P/E
55.00
—
Top 5 Holdings
FlySBS Aviation Ltd · 5.97%
Beta Drugs Ltd · 4.58%
E2E Networks Ltd · 4.55%
Ceinsys Tech Ltd · 4.00%
Afcom Holdings Ltd · 3.96%
—
Top Sectors
—
—
Fixed Fee
—
0.25% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%