Alternative Investment Funds (AIF)Compare Schemes
Abakkus Flexi Edge Fund - 1 vs I Wealth - I Wealth Fund 2
Add SchemeGrowth of ₹1 Crore
Abakkus Flexi Edge Fund - 1
I Wealth - I Wealth Fund 2
1 Month
−0.28%
4.76%
6 Months
13.67%
23.06%
1 Year
—
58.27%
3 Years
—
21.99%
5 Years
—
30.71%
Since Inception
18.46%
23.77%
Fund Age
11 mo
2 yrs 9 mo
AUM
₹1,726.21 Cr
₹200 Cr
Alpha – 1 Year
—
31.96%
Alpha – 3 Years
—
5.45%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.46%
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.52
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 15% · S 27%
—
Number of Stocks
32
—
Portfolio P/E
26.58
—
Top 5 Holdings
Cash & Cash Equivalent · 16.41%
Oracle Financial Services Software Ltd · 6.33%
SPR Auto Technologies Ltd · 4.67%
Federal Bank Ltd · 3.70%
Cummins India Ltd · 3.66%
—
Top Sectors
Financial Services · 28.83%
Capital Goods · 16.29%
Healthcare · 10.98%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—