Alternative Investment Funds (AIF)Compare Schemes
CHANDRAHAS MOAT OPPORTUNITIES vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
CHANDRAHAS MOAT OPPORTUNITIES
YES Wealth Maximiser AIF
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
NIFTY 500 Index · 2.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.20%
1.92%
6 Months
3.87%
6.21%
1 Year
−4.50%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
−2.08%
18.57%
Fund Age
17 mo
2 yrs 5 mo
AUM
₹20.73 Cr
—
Alpha – 1 Year
−6.88%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.61%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
0.87
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.00%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 38% · S 0%
L 46% · M 15% · S 20%
Number of Stocks
24
—
Portfolio P/E
15.09
—
Top 5 Holdings
—
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
—
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—