Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
1.92%
6 Months
10.98%
6.21%
1 Year
13.02%
5.06%
3 Years
19.66%
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5 Years
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Since Inception
20.01%
18.57%
Fund Age
3 yrs 7 mo
2 yrs 5 mo
AUM
₹2,872.26 Cr
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Alpha – 1 Year
11.50%
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Alpha – 3 Years
9.56%
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Information Ratio – 3 Years
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Volatility – 1 Year
21.45%
10.66%
Volatility – 3 Years
20.58%
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Beta – 1 Year
1.23
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.42
0.14
Sharpe Ratio – 3 Years
0.22
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
−12.48%
−7.47%
Recovery Period
61 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 21% · S 32%
L 46% · M 15% · S 20%
Number of Stocks
32
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Portfolio P/E
23.83
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Top 5 Holdings
LESS THAN 1% · 5.88%
Cummins India Ltd · 5.38%
Vedanta Aluminium Metal Ltd · 5.22%
Aditya Birla Capital Ltd · 4.61%
Mahindra & Mahindra Ltd · 4.48%
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
Financial Services · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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