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Asymmetric India Fund vs I Wealth - I Wealth Fund 1

Asymmetric India Fund

I Wealth - I Wealth Fund 1

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Growth of ₹1 Crore

Asymmetric India Fund

I Wealth - I Wealth Fund 1

Return for the risk

3 yrs return

20%

25%

30%

35%

I Wealth - I Wealth Fund 1

27.1% • vol 15.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.03%

4.40%

6 Months

4.68%

10.60%

1 Year

—

55.60%

3 Years

—

27.08%

5 Years

—

Since Inception

−2.17%

24.03%

Fund Age

9 mo

3 yrs 6 mo

AUM

—

Alpha – 1 Year

—

19.50%

Alpha – 3 Years

—

7.95%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

18.93%

Volatility – 3 Years

—

15.34%

Beta – 1 Year

—

1.03

Beta – 3 Years

—

0.30

Sharpe Ratio – 1 Year

—

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 37% · M 11% · S 43%

—

Number of Stocks

—

Portfolio P/E

23.90

0.00

Top 5 Holdings

Larsen & Toubro Ltd · 7.83%

Reliance Industries Ltd · 4.81%

Bharat Electronics Ltd · 4.56%

Canara Bank · 4.26%

Gravita India Ltd · 4.09%

—

Top Sectors

Financial Services · 23.42%

Capital Goods · 14.76%

Automobile and Auto Components · 11.37%

—

Fixed Fee

1.00% / yr

1.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

—

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