Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
0.40%
6 Months
12.77%
4.71%
1 Year
16.87%
9.48%
3 Years
26.82%
5.09%
5 Years
20.86%
7.27%
Since Inception
22.48%
7.18%
Fund Age
7 yrs 2 mo
5 yrs 9 mo
AUM
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Alpha – 1 Year
15.35%
7.96%
Alpha – 3 Years
16.73%
−5.01%
Information Ratio – 3 Years
1.48
-0.38
Volatility – 1 Year
19.51%
1.59%
Volatility – 3 Years
18.47%
6.50%
Beta – 1 Year
1.09
0.04
Beta – 3 Years
1.08
-0.12
Sharpe Ratio – 1 Year
0.62
2.33
Sharpe Ratio – 3 Years
1.03
-0.03
Worst Rolling Year
11.32%
5.09%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−16.69%
−8.84%
Recovery Period
92 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
8.68%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 42% · S 28%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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