Alternative Investment Funds (AIF)Compare Schemes
NIEO 8 (Unlimited India) 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
1.46%
−1.41%
6 Months
4.35%
25.53%
1 Year
−1.91%
27.30%
3 Years
9.43%
23.29%
5 Years
—
—
Since Inception
15.43%
20.51%
Fund Age
4 yrs 1 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−4.31%
24.92%
Alpha – 3 Years
−1.77%
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
15.55%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
0.86
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.44
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
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 15% · S 44%
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Number of Stocks
44
—
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%
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Top Sectors
Financial Services · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%