Alternative Investment Funds (AIF)Compare Schemes
Aionios Alpha Fund I vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Aionios Alpha Fund 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%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
4.40%
6 Months
19.68%
10.60%
1 Year
14.77%
55.60%
3 Years
16.32%
27.08%
5 Years
—
—
Since Inception
23.32%
24.03%
Fund Age
3 yrs 3 mo
3 yrs 6 mo
AUM
—
—
Alpha – 1 Year
16.34%
19.50%
Alpha – 3 Years
9.06%
7.95%
Information Ratio – 3 Years
0.14
—
Volatility – 1 Year
28.72%
18.93%
Volatility – 3 Years
24.59%
15.34%
Beta – 1 Year
1.48
1.03
Beta – 3 Years
1.01
0.30
Sharpe Ratio – 1 Year
0.42
2.27
Sharpe Ratio – 3 Years
0.51
1.40
Worst Rolling Year
16.00%
21.02%
Value at Worst Rolling Year
₹1.16 Cr
₹1.21 Cr
Deepest Drawdown
−24.50%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.98%
25.36%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 3% · S 87%
—
Number of Stocks
21
—
Portfolio P/E
32.90
0.00
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—