Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
0.40%
6 Months
6.80%
4.71%
1 Year
2.38%
9.48%
3 Years
13.18%
5.09%
5 Years
—
7.27%
Since Inception
14.39%
7.18%
Fund Age
4 yrs 7 mo
5 yrs 9 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
7.96%
Alpha – 3 Years
−0.04%
−5.01%
Information Ratio – 3 Years
-0.04
-0.38
Volatility – 1 Year
16.17%
1.59%
Volatility – 3 Years
16.05%
6.50%
Beta – 1 Year
0.85
0.04
Beta – 3 Years
0.91
-0.12
Sharpe Ratio – 1 Year
-0.11
2.33
Sharpe Ratio – 3 Years
0.52
-0.03
Worst Rolling Year
12.74%
5.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−19.54%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
—
Number of Stocks
31
—
Portfolio P/E
40.67
—
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
—
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—