Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs NIEO 8 (Unlimited India)
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
NIEO 8 (Unlimited India)
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.90%
1.46%
6 Months
8.78%
4.35%
1 Year
8.27%
−1.91%
3 Years
—
9.43%
5 Years
—
—
Since Inception
10.68%
15.43%
Fund Age
2 yrs 3 mo
4 yrs 1 mo
AUM
—
—
Alpha – 1 Year
6.32%
−4.31%
Alpha – 3 Years
—
−1.77%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.85%
15.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.04
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.21
-0.44
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.53%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 39% · S 32%
L 35% · M 15% · S 44%
Number of Stocks
—
44
Portfolio P/E
—
35.37
Top 5 Holdings
Aditya Birla Capital Ltd · 8.80%
Laurus Labs Ltd · 7.40%
Biocon Ltd · 6.80%
ICICI Bank Ltd · 5.90%
Star Health & Allied Insurance Company Ltd · 3.80%
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 · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—