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Neo Secondaries Fund vs Umbrella Blend Fund 2

Neo Secondaries Fund

Umbrella Blend Fund 2

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Growth of ₹1 Crore

Neo Secondaries Fund

Umbrella Blend Fund 2

Return for the risk

3 yrs return

10%

15%

Umbrella Blend Fund 2

8.8% • vol 14.3%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

2.39%

6 Months

—

7.53%

1 Year

—

4.35%

3 Years

—

8.80%

5 Years

—

10.81%

Since Inception

—

12.10%

Fund Age

—

5 yrs 1 mo

AUM

—

Alpha – 1 Year

—

1.37%

Alpha – 3 Years

—

−3.09%

Information Ratio – 3 Years

—

-0.44

Volatility – 1 Year

—

16.32%

Volatility – 3 Years

—

14.28%

Beta – 1 Year

—

0.89

Beta – 3 Years

—

0.88

Sharpe Ratio – 1 Year

—

0.00

Sharpe Ratio – 3 Years

—

0.29

Worst Rolling Year

—

7.61%

Value at Worst Rolling Year

—

₹1.08 Cr

Deepest Drawdown

—

−15.88%

Recovery Period

—

103 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

12.31%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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