Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 6.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.47%
1.92%
6 Months
8.18%
6.21%
1 Year
3.90%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
28.15%
18.57%
Fund Age
3 yrs
2 yrs 5 mo
AUM
₹169 Cr
—
Alpha – 1 Year
−2.45%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
29.52%
10.66%
Volatility – 3 Years
41.58%
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.09
0.14
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
29.06%
—
Value at Worst Rolling Year
₹1.29 Cr
—
Deepest Drawdown
−16.43%
−7.47%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.06%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 34%
L 46% · M 15% · S 20%
Number of Stocks
27
—
Portfolio P/E
17.10
—
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%
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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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