Alternative Investment Funds (AIF)Compare Schemes
BCAD vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
BCAD
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
1.92%
6 Months
7.97%
6.21%
1 Year
3.52%
5.06%
3 Years
10.44%
—
5 Years
—
—
Since Inception
10.90%
18.57%
Fund Age
4 yrs 11 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
0.54%
—
Alpha – 3 Years
−1.45%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
16.33%
10.66%
Volatility – 3 Years
15.51%
—
Beta – 1 Year
0.89
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
-0.06
0.14
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
8.48%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−16.99%
−7.47%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.54%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 46% · M 15% · S 20%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
—
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—