Alternative Investment Funds (AIF)Compare Schemes
Azurean India Equity Fund 1 vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Azurean India Equity Fund 1
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
0.56%
4.40%
6 Months
−2.11%
10.60%
1 Year
−0.01%
55.60%
3 Years
—
27.08%
5 Years
—
—
Since Inception
−1.23%
24.03%
Fund Age
1 yr 9 mo
3 yrs 6 mo
AUM
—
—
Alpha – 1 Year
−2.13%
19.50%
Alpha – 3 Years
—
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.20%
18.93%
Volatility – 3 Years
—
15.34%
Beta – 1 Year
0.85
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
-0.28
2.27
Sharpe Ratio – 3 Years
—
1.40
Worst Rolling Year
—
21.02%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
−12.73%
—
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 69% · M 18% · S 12%
—
Number of Stocks
41
—
Portfolio P/E
18.41
0.00
Top 5 Holdings
ICICI Bank Ltd · 8.81%
Kotak Mahindra Bank Ltd · 7.95%
Axis Bank Ltd · 7.62%
HDFC Bank Ltd · 6.09%
Zydus Lifesciences Ltd · 5.42%
—
Top Sectors
Financial Services · 37.92%
Fast Moving Consumer Goods · 16.18%
Healthcare · 11.54%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—