Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.00%
0.40%
6 Months
15.47%
4.71%
1 Year
3.91%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
50.76%
7.18%
Fund Age
3 yrs
5 yrs 9 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
25.22%
1.59%
Volatility – 3 Years
26.92%
6.50%
Beta – 1 Year
0.97
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
0.05
2.33
Sharpe Ratio – 3 Years
1.48
-0.03
Worst Rolling Year
50.56%
5.09%
Value at Worst Rolling Year
₹1.51 Cr
₹1.05 Cr
Deepest Drawdown
−22.57%
−8.84%
Recovery Period
122 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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Number of Stocks
74
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Portfolio P/E
—
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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
—
Performance Fee / Plan
20% of profit, above 12%
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Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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