Alternative Investment Funds (AIF)Compare Schemes
NIEO 9 (Undiscovered India) vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeReturn for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.47%
−1.41%
6 Months
11.38%
25.53%
1 Year
3.23%
27.30%
3 Years
—
23.29%
5 Years
—
—
Since Inception
11.49%
20.51%
Fund Age
2 yrs 9 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
−4.37%
24.92%
Alpha – 3 Years
—
12.08%
Information Ratio – 3 Years
—
1.04
Volatility – 1 Year
21.51%
28.26%
Volatility – 3 Years
—
20.05%
Beta – 1 Year
0.88
1.42
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.02
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
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 10% · S 81%
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Number of Stocks
43
—
Portfolio P/E
34.83
—
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
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%