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Edelweiss G2G Flexicap Fund vs I Wealth - I Wealth Fund 2

Edelweiss G2G Flexicap Fund

I Wealth - I Wealth Fund 2

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Growth of ₹1 Crore

Edelweiss G2G Flexicap Fund

I Wealth - I Wealth Fund 2

1 Month

2.25%

4.76%

6 Months

10.07%

23.06%

1 Year

—

58.27%

3 Years

—

21.99%

5 Years

—

30.71%

Since Inception

10.31%

23.77%

Fund Age

6 mo

2 yrs 9 mo

AUM

₹50.84 Cr

₹200 Cr

Alpha – 1 Year

—

31.96%

Alpha – 3 Years

—

5.45%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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