Alternative Investment Funds (AIF)Compare Schemes
Enigma Small Opportunities Fund vs Neo Treasury Plus Fund
Add SchemeGrowth of ₹1 Crore
Enigma Small Opportunities Fund
Neo Treasury Plus Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.26%
1.25%
6 Months
43.35%
5.92%
1 Year
17.36%
12.62%
3 Years
—
—
5 Years
—
—
Since Inception
22.71%
13.19%
Fund Age
19 mo
3 yrs 6 mo
AUM
₹355 Cr
—
Alpha – 1 Year
12.37%
13.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
33.43%
0.71%
Volatility – 3 Years
—
3.07%
Beta – 1 Year
1.20
0.03
Beta – 3 Years
—
-0.03
Sharpe Ratio – 1 Year
0.47
9.16
Sharpe Ratio – 3 Years
—
-0.21
Worst Rolling Year
—
4.08%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−25.37%
—
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
21
—
Portfolio P/E
—
—
Top 5 Holdings
Others · 56.14%
United Foodbrands Ltd · 10.32%
Garware Hi Tech Films Ltd · 9.79%
Shankara Buildpro Ltd · 8.32%
Vadilal Industries Ltd · 8.16%
—
Top Sectors
—
—
Fixed Fee
—
0.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%