Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
1.92%
6 Months
7.54%
6.21%
1 Year
10.79%
5.06%
3 Years
13.32%
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5 Years
—
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Since Inception
15.88%
18.57%
Fund Age
4 yrs 8 mo
2 yrs 5 mo
AUM
₹2,666.69 Cr
—
Alpha – 1 Year
9.27%
—
Alpha – 3 Years
3.22%
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Information Ratio – 3 Years
0.24
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Volatility – 1 Year
21.79%
10.66%
Volatility – 3 Years
17.73%
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Beta – 1 Year
1.25
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Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.32
0.14
Sharpe Ratio – 3 Years
0.48
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Worst Rolling Year
13.01%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.31%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.20%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 47% · M 25% · S 26%
L 46% · M 15% · S 20%
Number of Stocks
31
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Portfolio P/E
23.45
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Top 5 Holdings
Sun Pharmaceutical Industries Ltd · 5.72%
Oracle Financial Services Software Ltd · 5.23%
IIFL Finance Ltd · 5.12%
Bharti Airtel Ltd · 4.95%
PNB Housing Finance Ltd · 4.89%
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 · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
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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