AIF · Equity · CAT III - LONG ONLY
I Wealth - I Wealth Fund 1
IRRSince inception24.03%
Alpha (3Y)15.30%
3Y return27.08%
Fund age3 yrs 6 mo
Fund Manager
Bharat Jain
Bharat Jain
Fund Manager, AIF, I Wealth
Bharat Jain has 20+ years of experience in investment and trading in the Indian Equity markets. His investment approach is understanding the markets through different prisms of quantitative, derivatives, technical, fundamental and financial economics. He is naturally curious about how the world works and is interested in understanding how behaviour impacts markets and collective decision-making, the economic impact on markets and never hesitates to challenge assumptions. This has translated to creating modules across different sectors, industries, market capitalization and market scenarios, leading to successful implementation in creating wealth over the years consistently for his clients. He is a co-founder of I Wealth Management LLP, and CIO of I Wealth Fund (SEBI Registered CAT Ill fund). He holds a Bachelor’s Degree in Commerce from Mumbai University I Sydenham College and a CFA level II Certificate from the CFA Institute, USA
Managing AUM₹200 Cr
Growth of₹Cr
I Wealth I Wealth Fund 1
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
I Wealth I Wealth Fund 1—55.60%—27.08%—24.03%
NIFTY 50 Index−11.86%36.10%—19.13%—16.65%
Excess over benchmark—19.50%—7.95%—7.38%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2021.
Risk : What you take on to earn the return
Volatility
15.34%
Benchmark approx 31.93%
A standard deviation reflecting historical swings.
Sensitivity
0.30
Beta vs benchmark 1.00 · 70% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.40
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 10%
Lock-in: Nil.
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