Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
I Wealth - I Wealth Fund 1
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
35%
NIFTY India Manufacturing Index · 19.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.87%
4.40%
6 Months
12.49%
10.60%
1 Year
20.74%
55.60%
3 Years
13.62%
27.08%
5 Years
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—
Since Inception
13.23%
24.03%
Fund Age
3 yrs 8 mo
3 yrs 6 mo
AUM
—
—
Alpha – 1 Year
11.62%
19.50%
Alpha – 3 Years
−6.31%
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.52%
18.93%
Volatility – 3 Years
16.91%
15.34%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
0.73
2.27
Sharpe Ratio – 3 Years
0.52
1.40
Worst Rolling Year
9.15%
21.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.21 Cr
Deepest Drawdown
−18.44%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.85%
25.36%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 32% · M 16% · S 53%
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Number of Stocks
—
—
Portfolio P/E
—
0.00
Top 5 Holdings
Laurus Labs Ltd · 13.10%
Eicher Motors Ltd · 10.50%
Divis Laboratories Ltd · 10.00%
Maruti Suzuki India Ltd · 7.60%
CCL Products (India) Ltd · 7.30%
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Top Sectors
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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