Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.34%
0.40%
6 Months
3.47%
4.71%
1 Year
1.75%
9.48%
3 Years
13.37%
5.09%
5 Years
—
7.27%
Since Inception
15.09%
7.18%
Fund Age
3 yrs 2 mo
5 yrs 9 mo
AUM
₹565.02 Cr
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Alpha – 1 Year
−0.83%
7.96%
Alpha – 3 Years
1.23%
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
13.85%
1.59%
Volatility – 3 Years
14.55%
6.50%
Beta – 1 Year
0.94
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
-0.20
2.33
Sharpe Ratio – 3 Years
0.55
-0.03
Worst Rolling Year
12.68%
5.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−16.91%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 25% · S 20%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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