Alternative Investment Funds (AIF)Compare Schemes
Amrit Kaal Opportunities Fund vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Amrit Kaal Opportunities Fund
I Wealth - I Wealth Fund 1
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.89%
4.40%
6 Months
19.02%
10.60%
1 Year
11.38%
55.60%
3 Years
—
27.08%
5 Years
—
—
Since Inception
13.12%
24.03%
Fund Age
2 yrs 2 mo
3 yrs 6 mo
AUM
—
—
Alpha – 1 Year
6.86%
19.50%
Alpha – 3 Years
—
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.58%
18.93%
Volatility – 3 Years
—
15.34%
Beta – 1 Year
1.07
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
0.33
2.27
Sharpe Ratio – 3 Years
—
1.40
Worst Rolling Year
—
21.02%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
−18.56%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.36%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 7% · S 61%
—
Number of Stocks
20
—
Portfolio P/E
27.55
0.00
Top 5 Holdings
Premium Plast Ltd · 10.88%
Gem Aromatics Ltd · 10.15%
QMS Medical Allied Services Ltd · 8.65%
Genus Power Infrastructures Ltd · 7.74%
Iris Clothings Ltd · 7.63%
—
Top Sectors
Automobile and Auto Components · 20.11%
Healthcare · 13.67%
Capital Goods · 11.50%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—