Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
I Wealth - I Wealth Fund 1
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
4.40%
6 Months
15.47%
10.60%
1 Year
3.91%
55.60%
3 Years
—
27.08%
5 Years
—
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Since Inception
50.76%
24.03%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
19.50%
Alpha – 3 Years
—
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.22%
18.93%
Volatility – 3 Years
26.92%
15.34%
Beta – 1 Year
0.97
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
0.05
2.27
Sharpe Ratio – 3 Years
1.48
1.40
Worst Rolling Year
50.56%
21.02%
Value at Worst Rolling Year
₹1.51 Cr
₹1.21 Cr
Deepest Drawdown
−22.57%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
25.36%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
74
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Portfolio P/E
—
0.00
Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
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Top Sectors
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Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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