Alternative Investment Funds (AIF)Compare Schemes
Brighter Mind Inevitable Fortune Fund vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Brighter Mind Inevitable Fortune 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
−2.36%
4.40%
6 Months
15.27%
10.60%
1 Year
−11.22%
55.60%
3 Years
—
27.08%
5 Years
—
—
Since Inception
5.05%
24.03%
Fund Age
15 mo
3 yrs 6 mo
AUM
₹47.59 Cr
—
Alpha – 1 Year
−13.60%
19.50%
Alpha – 3 Years
—
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.51%
18.93%
Volatility – 3 Years
—
15.34%
Beta – 1 Year
1.82
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
-0.32
2.27
Sharpe Ratio – 3 Years
—
1.40
Worst Rolling Year
—
21.02%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
−32.59%
—
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
S 100%
—
Number of Stocks
32
—
Portfolio P/E
55.00
0.00
Top 5 Holdings
FlySBS Aviation Ltd · 5.97%
Beta Drugs Ltd · 4.58%
E2E Networks Ltd · 4.55%
Ceinsys Tech Ltd · 4.00%
Afcom Holdings Ltd · 3.96%
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Top Sectors
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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