Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund-2 vs Neo Treasury Plus Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund-2
Neo Treasury Plus Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 1.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.51%
1.25%
6 Months
9.49%
5.92%
1 Year
10.36%
12.62%
3 Years
—
—
5 Years
—
—
Since Inception
16.92%
13.19%
Fund Age
15 mo
3 yrs 6 mo
AUM
—
—
Alpha – 1 Year
8.41%
13.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
19.01%
0.71%
Volatility – 3 Years
—
3.07%
Beta – 1 Year
1.00
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
−15.41%
—
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
L 33% · M 30% · S 32%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Biocon Ltd · 6.80%
Aditya Birla Capital Ltd · 6.20%
ICICI Bank Ltd · 5.60%
Larsen & Toubro Ltd · 4.40%
Tata Technologies Ltd · 3.20%
—
Top Sectors
—
—
Fixed Fee
—
0.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%