Alternative Investment Funds (AIF)Compare Schemes
NIEO 9 (Undiscovered India) vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeReturn for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.47%
−0.89%
6 Months
11.38%
29.38%
1 Year
3.23%
43.41%
3 Years
—
26.47%
5 Years
—
17.82%
Since Inception
11.49%
22.57%
Fund Age
2 yrs 9 mo
6 yrs 8 mo
AUM
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Alpha – 1 Year
−4.37%
33.80%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
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0.70
Volatility – 1 Year
21.51%
23.30%
Volatility – 3 Years
—
18.62%
Beta – 1 Year
0.88
1.04
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.02
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
M 10% · S 81%
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Number of Stocks
43
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Portfolio P/E
34.83
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Top 5 Holdings
Cash & Cash Equivalent · 9.04%
Neuland Laboratories Ltd · 4.97%
Healthcare Global Enterprises Ltd · 4.47%
Sri Lotus Developers & Realty Ltd · 4.22%
PNB Housing Finance Ltd · 3.39%
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Top Sectors
Financial Services · 24.03%
Capital Goods · 14.55%
Healthcare · 14.39%
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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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