AIF · Equity · CAT III - LONG SHORT - CONSERVATIVE
Yes Alpha Plus Fund
IRRSince inception7.18%
Alpha (3Y)0.56%
3Y return5.09%
Fund age5 yrs 9 mo
Fund Managers
Rajkumar Rathi
Chief Investment Officer, YES Securities (India)
Rajkumar Rathi has more than 20 years of experience in Indian Capital Markets across Asset Management, Wealth Management and Investment Banking. Rajkumar is currently chief investment officer at Yes Securities India Ltd. In his earlier stints, Rajkumar worked with Kotak Mahindra Asset Management, ICICI Securities and Anand Rathi Group etc. He was awarded “Top Under 40 alternative investment professionals” and was also shortlisted for “Phase 2 of the Economic Times Young Leaders Award”. By qualification, He is Chartered Accountant (CA) and Chartered Financial Analyst (CFA).
Managing AUM₹368 Cr
Nitin Bagde
Research Analyst, YES Securities (India)
Technical Analyst, has more than two decades of experience of Technical analysis covering Equity and commodity markets. Before Yes Securities, Nitin worked with Prabhudas Leeladhar Pvt ltd, Mangal Keshav Financial Services and Anand Rathi Commodities covering Trading, PMS and fund management.
Managing AUM₹161 Cr
Growth of₹Cr
Yes Alpha Plus
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Yes Alpha Plus | 4.49% | 9.48% | 3.93% | 5.09% | 7.27% | 7.18% |
| Nifty 500 | −1.07% | 1.52% | −0.69% | 10.10% | 10.67% | — |
| Excess over benchmark | 5.56% | 7.96% | 4.62% | −5.01% | −3.40% | — |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
6.50%
Benchmark approx −14.33%
A standard deviation reflecting historical swings.
Sensitivity
−0.12
Beta vs benchmark 1.00 · 112% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.03
Sharpe
Excess return gained per unit of volatility.
Capture ratio
9 / -20
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −8.84% from its 30 Mar 2025 peak to a 30 Apr 2025 trough, and recovered on 31 Jul 2026 after 457 days.
Max drawdowns
−8.84%
Recovery period
457 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Mar 2025 | 30 Apr 2025 | −8.84% | 31 days | 31 Jul 2026 | 457 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Mar 2025
Trough30 Apr 2025
Depth−8.84%
Fell over31 days
Recovered31 Jul 2026
Recovery took457 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
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