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Aarth.AIF Growth Fund vs I Wealth - I Wealth Fund 1

Aarth.AIF Growth Fund

I Wealth - I Wealth Fund 1

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Growth of ₹1 Crore

Aarth.AIF Growth Fund

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

−0.27%

4.40%

6 Months

18.61%

10.60%

1 Year

6.60%

55.60%

3 Years

—

27.08%

5 Years

—

Since Inception

70.59%

24.03%

Fund Age

19 mo

3 yrs 6 mo

AUM

₹589 Cr

—

Alpha – 1 Year

0.33%

19.50%

Alpha – 3 Years

—

7.95%

Information Ratio – 3 Years

—

Volatility – 1 Year

31.55%

18.93%

Volatility – 3 Years

—

15.34%

Beta – 1 Year

1.29

1.03

Beta – 3 Years

—

0.30

Sharpe Ratio – 1 Year

0.34

2.27

Sharpe Ratio – 3 Years

—

1.40

Worst Rolling Year

—

21.02%

Value at Worst Rolling Year

—

₹1.21 Cr

Deepest Drawdown

−23.49%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

25.36%

5-Year Rolling Windows Positive

—

Market-Cap Mix

S 88%

—

Number of Stocks

—

Portfolio P/E

—

0.00

Top 5 Holdings

Shree Refrigerations Ltd · 4.06%

Beezaasan Explotech Ltd · 2.67%

Accent Microcell Ltd · 2.33%

Cash UR Drive Marketing Limited · 2.28%

Amanta Healthcare Ltd · 2.13%

—

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

Variable Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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