Alternative Investment Funds (AIF)Compare Schemes
NEXUS EQUITY GROWTH FUND SCH 1 vs NIEO 8 (Unlimited India)
Add SchemeGrowth of ₹1 Crore
NEXUS EQUITY GROWTH FUND SCH 1
NIEO 8 (Unlimited India)
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.48%
1.46%
6 Months
19.10%
4.35%
1 Year
17.77%
−1.91%
3 Years
—
9.43%
5 Years
—
—
Since Inception
28.53%
15.43%
Fund Age
19 mo
4 yrs 1 mo
AUM
₹332.12 Cr
—
Alpha – 1 Year
13.25%
−4.31%
Alpha – 3 Years
—
−1.77%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.73%
15.55%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
-0.44
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 61%
L 35% · M 15% · S 44%
Number of Stocks
50
44
Portfolio P/E
28.50
35.37
Top 5 Holdings
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
Cash & Cash Equivalent · 5.81%
ICICI Bank Ltd · 5.23%
PNB Housing Finance Ltd · 4.22%
Krishna Institute of Medical Sciences Ltd · 4.16%
Edelweiss Financial Services Ltd · 3.72%
Top Sectors
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Financial Services · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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