Alternative Investment Funds (AIF)Compare Schemes
Neo Treasury Plus Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
Neo Treasury Plus Fund
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.25%
−0.89%
6 Months
5.92%
29.38%
1 Year
12.62%
43.41%
3 Years
—
26.47%
5 Years
—
17.82%
Since Inception
13.19%
22.57%
Fund Age
3 yrs 6 mo
6 yrs 8 mo
AUM
—
—
Alpha – 1 Year
13.05%
33.80%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
-0.26
0.70
Volatility – 1 Year
0.71%
23.30%
Volatility – 3 Years
3.07%
18.62%
Beta – 1 Year
0.03
1.04
Beta – 3 Years
-0.03
0.84
Sharpe Ratio – 1 Year
9.16
1.44
Sharpe Ratio – 3 Years
-0.21
1.07
Worst Rolling Year
4.08%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
5.09%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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