Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
NIFTY Smallcap 250 Index · 6.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.27%
1.92%
6 Months
18.61%
6.21%
1 Year
6.60%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
70.59%
18.57%
Fund Age
19 mo
2 yrs 5 mo
AUM
₹589 Cr
—
Alpha – 1 Year
0.33%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.55%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.34
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.49%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
S 88%
L 46% · M 15% · S 20%
Number of Stocks
—
—
Portfolio P/E
—
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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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
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Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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