Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities 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
0.47%
4.40%
6 Months
8.18%
10.60%
1 Year
3.90%
55.60%
3 Years
—
27.08%
5 Years
—
—
Since Inception
28.15%
24.03%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹169 Cr
—
Alpha – 1 Year
−2.45%
19.50%
Alpha – 3 Years
—
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
29.52%
18.93%
Volatility – 3 Years
41.58%
15.34%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
0.09
2.27
Sharpe Ratio – 3 Years
0.66
1.40
Worst Rolling Year
29.06%
21.02%
Value at Worst Rolling Year
₹1.29 Cr
₹1.21 Cr
Deepest Drawdown
−16.43%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
25.36%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 34%
—
Number of Stocks
27
—
Portfolio P/E
17.10
0.00
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
—
Top Sectors
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—