Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs ITI - Long Short Equity Fund
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
ITI - Long Short Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
−0.31%
6 Months
10.60%
−3.98%
1 Year
55.60%
−3.55%
3 Years
27.08%
10.56%
5 Years
—
8.20%
Since Inception
24.03%
11.86%
Fund Age
3 yrs 6 mo
8 yrs 4 mo
AUM
—
—
Alpha – 1 Year
19.50%
−2.13%
Alpha – 3 Years
7.95%
2.82%
Information Ratio – 3 Years
—
0.29
Volatility – 1 Year
18.93%
6.95%
Volatility – 3 Years
15.34%
8.51%
Beta – 1 Year
1.03
0.29
Beta – 3 Years
0.30
0.49
Sharpe Ratio – 1 Year
2.27
-1.24
Sharpe Ratio – 3 Years
1.40
0.61
Worst Rolling Year
21.02%
9.80%
Value at Worst Rolling Year
₹1.21 Cr
₹1.10 Cr
Deepest Drawdown
—
−9.10%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.36%
14.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
0.00
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—