Alternative Investment Funds (AIF)Compare Schemes
NIEO 8 (Unlimited India) vs Sundaram Alternative Opportunities Series - ACORN
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
1.46%
−0.89%
6 Months
4.35%
29.38%
1 Year
−1.91%
43.41%
3 Years
9.43%
26.47%
5 Years
—
17.82%
Since Inception
15.43%
22.57%
Fund Age
4 yrs 1 mo
6 yrs 8 mo
AUM
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Alpha – 1 Year
−4.31%
33.80%
Alpha – 3 Years
−1.77%
7.88%
Information Ratio – 3 Years
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0.70
Volatility – 1 Year
15.55%
23.30%
Volatility – 3 Years
—
18.62%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.44
1.44
Sharpe Ratio – 3 Years
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1.07
Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 35% · M 15% · S 44%
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Number of Stocks
44
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Portfolio P/E
35.37
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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%
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Top Sectors
Financial Services · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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