Compare Schemes

NIEO 8 (Unlimited India) vs ValueQuest India Inflexion Fund

NIEO 8 (Unlimited India)

ValueQuest India Inflexion Fund

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Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

NIFTY 500 Index · 2.4%

NIEO 8 (Unlimited India)

-1.9% • vol 15.6%

ValueQuest India Inflexion Fund

43.3% • vol 24.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.46%

5.92%

6 Months

4.35%

47.82%

1 Year

−1.91%

43.33%

3 Years

9.43%

—

5 Years

—

Since Inception

15.43%

48.04%

Fund Age

4 yrs 1 mo

14 mo

AUM

—

Alpha – 1 Year

−4.31%

40.35%

Alpha – 3 Years

−1.77%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.55%

24.49%

Volatility – 3 Years

—

Beta – 1 Year

0.86

1.00

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.44

1.38

Sharpe Ratio – 3 Years

—

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 35% · M 15% · S 44%

L 7% · M 5% · S 87%

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

—

Exit Load (Y1 / Y2 / Y3)

—

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