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CCV EMERGING OPPORTUNITIES FUND-I vs I Wealth - I Wealth Fund 1

CCV EMERGING OPPORTUNITIES FUND-I

I Wealth - I Wealth Fund 1

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Growth of ₹1 Crore

CCV EMERGING OPPORTUNITIES FUND-I

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

−7.67%

4.40%

6 Months

−20.93%

10.60%

1 Year

−1.00%

55.60%

3 Years

—

27.08%

5 Years

—

Since Inception

18.48%

24.03%

Fund Age

1 yr 9 mo

3 yrs 6 mo

AUM

₹84.23 Cr

—

Alpha – 1 Year

11.95%

19.50%

Alpha – 3 Years

—

7.95%

Information Ratio – 3 Years

—

Volatility – 1 Year

18.64%

18.93%

Volatility – 3 Years

—

15.34%

Beta – 1 Year

0.82

1.03

Beta – 3 Years

—

0.30

Sharpe Ratio – 1 Year

-0.34

2.27

Sharpe Ratio – 3 Years

—

1.40

Worst Rolling Year

—

21.02%

Value at Worst Rolling Year

—

₹1.21 Cr

Deepest Drawdown

−22.16%

—

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

M 2% · S 81%

—

Number of Stocks

—

Portfolio P/E

—

0.00

Top 5 Holdings

Influx Healthtech Ltd · 10.00%

Oriana Power Ltd · 6.49%

Novus Loyalty Ltd · 5.69%

Alpex Solar Ltd · 4.30%

Mobilise App Lab Ltd · 3.18%

—

Top Sectors

—

Fixed Fee

2.00% / yr

1.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 1% / 1%

—

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