Alternative Investment Funds (AIF)Compare Schemes
Ashika India Select Fund vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Ashika India Select 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
3.30%
4.40%
6 Months
15.60%
10.60%
1 Year
6.19%
55.60%
3 Years
—
27.08%
5 Years
—
—
Since Inception
10.62%
24.03%
Fund Age
2 yrs 6 mo
3 yrs 6 mo
AUM
—
—
Alpha – 1 Year
3.81%
19.50%
Alpha – 3 Years
—
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.42%
18.93%
Volatility – 3 Years
—
15.34%
Beta – 1 Year
1.15
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
0.13
2.27
Sharpe Ratio – 3 Years
—
1.40
Worst Rolling Year
—
21.02%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.36%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 11% · S 75%
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Number of Stocks
46
—
Portfolio P/E
—
0.00
Top 5 Holdings
Sigma Advanced System Ltd · 6.66%
Laurus Labs Ltd · 6.52%
Onemi Technology Solutions Ltd · 5.30%
TVS Motor Company Ltd · 4.97%
ASM Technologies Ltd · 4.45%
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Top Sectors
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—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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