Alternative Investment Funds (AIF)Compare Schemes
Neo Treasury Plus Fund vs Quest Smart Alpha Sector Rotation Series II
Add SchemeGrowth of ₹1 Crore
Neo Treasury Plus Fund
Quest Smart Alpha Sector Rotation Series II
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.25%
4.80%
6 Months
5.92%
16.00%
1 Year
12.62%
10.07%
3 Years
—
—
5 Years
—
—
Since Inception
13.19%
3.05%
Fund Age
3 yrs 6 mo
1 yr 11 mo
AUM
—
—
Alpha – 1 Year
13.05%
5.67%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
0.71%
18.85%
Volatility – 3 Years
3.07%
—
Beta – 1 Year
0.03
0.97
Beta – 3 Years
-0.03
—
Sharpe Ratio – 1 Year
9.16
0.32
Sharpe Ratio – 3 Years
-0.21
—
Worst Rolling Year
4.08%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
—
−17.26%
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 18% · M 32% · S 38%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
Sansera Engineering Ltd · 8.09%
Vishal Mega Mart Ltd · 6.80%
One 97 Communications Ltd · 6.72%
Coforge Ltd · 5.83%
TVS Holdings Ltd · 5.74%
Top Sectors
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Fixed Fee
0.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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