Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
Kotak India Renaissance Fund-I
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%
4.52%
6 Months
10.60%
8.26%
1 Year
55.60%
4.50%
3 Years
27.08%
10.05%
5 Years
—
—
Since Inception
24.03%
10.10%
Fund Age
3 yrs 6 mo
4 yrs 5 mo
AUM
—
₹60.73 Cr
Alpha – 1 Year
19.50%
4.93%
Alpha – 3 Years
7.95%
1.48%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
18.93%
15.08%
Volatility – 3 Years
15.34%
14.98%
Beta – 1 Year
1.03
0.81
Beta – 3 Years
0.30
0.93
Sharpe Ratio – 1 Year
2.27
-0.02
Sharpe Ratio – 3 Years
1.40
0.35
Worst Rolling Year
21.02%
7.06%
Value at Worst Rolling Year
₹1.21 Cr
₹1.07 Cr
Deepest Drawdown
—
−22.08%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.36%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 31% · M 22% · S 40%
Number of Stocks
—
—
Portfolio P/E
0.00
—
Top 5 Holdings
—
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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