Alternative Investment Funds (AIF)Compare Schemes
Neo Treasury Plus Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Neo Treasury Plus Fund
Sundaram Alternative - Opportunities Series - Atlas
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%
−1.41%
6 Months
5.92%
25.53%
1 Year
12.62%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
13.19%
20.51%
Fund Age
3 yrs 6 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
13.05%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
-0.26
1.04
Volatility – 1 Year
0.71%
28.26%
Volatility – 3 Years
3.07%
20.05%
Beta – 1 Year
0.03
1.42
Beta – 3 Years
-0.03
1.07
Sharpe Ratio – 1 Year
9.16
0.79
Sharpe Ratio – 3 Years
-0.21
0.87
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 3% / 2%