Alternative Investment Funds (AIF)Compare Schemes
NIEO 9 (Undiscovered India) vs Vedartha Equity Opportunities Fund
Add SchemeGrowth of ₹1 Crore
NIEO 9 (Undiscovered India)
Vedartha Equity Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 7.6%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.47%
−0.10%
6 Months
11.38%
—
1 Year
3.23%
2.64%
3 Years
—
—
5 Years
—
—
Since Inception
11.49%
4.39%
Fund Age
2 yrs 9 mo
15 mo
AUM
—
₹449 Cr
Alpha – 1 Year
−4.37%
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Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
21.51%
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Volatility – 3 Years
—
—
Beta – 1 Year
0.88
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.02
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
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%
L 55% · M 5% · S 32%
Number of Stocks
43
25
Portfolio P/E
34.83
16.00
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%
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
Top Sectors
Financial Services · 24.03%
Capital Goods · 14.55%
Healthcare · 14.39%
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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