Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs NIEO 9 (Undiscovered India)
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
NIEO 9 (Undiscovered 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%
2.47%
6 Months
8.78%
11.38%
1 Year
8.27%
3.23%
3 Years
—
—
5 Years
—
—
Since Inception
10.68%
11.49%
Fund Age
2 yrs 3 mo
2 yrs 9 mo
AUM
—
—
Alpha – 1 Year
6.32%
−4.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.85%
21.51%
Volatility – 3 Years
—
—
Beta – 1 Year
1.04
0.88
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.21
0.02
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%
M 10% · S 81%
Number of Stocks
—
43
Portfolio P/E
—
34.83
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 · 9.04%
Neuland Laboratories Ltd · 4.97%
Healthcare Global Enterprises Ltd · 4.47%
Sri Lotus Developers & Realty Ltd · 4.22%
PNB Housing Finance Ltd · 3.39%
Top Sectors
—
Financial Services · 24.03%
Capital Goods · 14.55%
Healthcare · 14.39%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—