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NIEO 8 (Unlimited India) vs RATIONAL EQUITY SCHEME - 2

NIEO 8 (Unlimited India)

RATIONAL EQUITY SCHEME - 2

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Return for the risk

1 yr return

-5%

10%

NIFTY 500 Index · 2.4%

NIEO 8 (Unlimited India)

-1.9% • vol 15.6%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.46%

4.14%

6 Months

4.35%

12.88%

1 Year

−1.91%

0.59%

3 Years

9.43%

—

5 Years

—

Since Inception

15.43%

6.12%

Fund Age

4 yrs 1 mo

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

−4.31%

−2.78%

Alpha – 3 Years

−1.77%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.55%

23.29%

Volatility – 3 Years

—

Beta – 1 Year

0.86

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.44

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−18.39%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 35% · M 15% · S 44%

S 100%

Number of Stocks

—

Portfolio P/E

35.37

—

Top 5 Holdings

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

Financial Services · 29.88%

Healthcare · 11.18%

Consumer Services · 10.47%

—

Fixed Fee

—

Performance Fee / Plan

—

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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