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NIEO 8 (Unlimited India) vs ValueQuest S.C.A.L.E. Fund II

NIEO 8 (Unlimited India)

ValueQuest S.C.A.L.E. Fund II

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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%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.46%

—

6 Months

4.35%

—

1 Year

−1.91%

—

3 Years

9.43%

—

5 Years

—

Since Inception

15.43%

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Fund Age

4 yrs 1 mo

—

AUM

—

Alpha – 1 Year

−4.31%

—

Alpha – 3 Years

−1.77%

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Information Ratio – 3 Years

—

Volatility – 1 Year

15.55%

—

Volatility – 3 Years

—

Beta – 1 Year

0.86

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Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.44

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Sharpe Ratio – 3 Years

—

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

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Market-Cap Mix

L 35% · M 15% · S 44%

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Number of Stocks

—

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

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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