Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
I Wealth - I Wealth Fund 1
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Index · 7.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
4.40%
6 Months
2.63%
10.60%
1 Year
3.23%
55.60%
3 Years
9.96%
27.08%
5 Years
19.65%
—
Since Inception
21.25%
24.03%
Fund Age
7 yrs 4 mo
3 yrs 6 mo
AUM
₹877.78 Cr
—
Alpha – 1 Year
4.78%
19.50%
Alpha – 3 Years
2.69%
7.95%
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
18.93%
Volatility – 3 Years
12.79%
15.34%
Beta – 1 Year
0.11
1.03
Beta – 3 Years
0.33
0.30
Sharpe Ratio – 1 Year
-0.98
2.27
Sharpe Ratio – 3 Years
0.37
1.40
Worst Rolling Year
9.97%
21.02%
Value at Worst Rolling Year
₹1.10 Cr
₹1.21 Cr
Deepest Drawdown
−13.39%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
25.36%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
—
Number of Stocks
—
—
Portfolio P/E
—
0.00
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—