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a99 Investment AIF Trust - Fund III vs I Wealth - I Wealth Fund 1

a99 Investment AIF Trust - Fund III

I Wealth - I Wealth Fund 1

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Growth of ₹1 Crore

a99 Investment AIF Trust - Fund III

I Wealth - I Wealth Fund 1

Return for the risk

3 yrs return

20%

25%

30%

35%

I Wealth - I Wealth Fund 1

27.1% • vol 15.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

4.40%

6 Months

—

10.60%

1 Year

—

55.60%

3 Years

—

27.08%

5 Years

—

Since Inception

—

24.03%

Fund Age

—

3 yrs 6 mo

AUM

—

Alpha – 1 Year

—

19.50%

Alpha – 3 Years

—

7.95%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

18.93%

Volatility – 3 Years

—

15.34%

Beta – 1 Year

—

1.03

Beta – 3 Years

—

0.30

Sharpe Ratio – 1 Year

—

2.27

Sharpe Ratio – 3 Years

—

1.40

Worst Rolling Year

—

21.02%

Value at Worst Rolling Year

—

₹1.21 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

25.36%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

0.00

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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