Alternative Investment Funds (AIF)Compare Schemes
NIEO 7 (Reimagine India Opportunity) vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 500 Index · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.63%
−1.41%
6 Months
6.27%
25.53%
1 Year
4.89%
27.30%
3 Years
16.29%
23.29%
5 Years
—
—
Since Inception
15.79%
20.51%
Fund Age
4 yrs 5 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
2.49%
24.92%
Alpha – 3 Years
5.09%
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
15.76%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
0.88
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.02
0.79
Sharpe Ratio – 3 Years
—
0.87
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 50% · M 13% · S 36%
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Number of Stocks
46
—
Portfolio P/E
34.26
—
Top 5 Holdings
ICICI Bank Ltd · 5.22%
Bosch Ltd · 4.09%
Krishna Institute of Medical Sciences Ltd · 3.79%
Emmvee Photovoltaic Power Ltd · 3.51%
Grasim Industries Ltd · 3.50%
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Top Sectors
Financial Services · 33.27%
Capital Goods · 15.56%
Healthcare · 10.17%
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%