Compare Schemes

I Wealth - I Wealth Fund 1 vs NIEO 7 (Reimagine India Opportunity)

I Wealth - I Wealth Fund 1

NIEO 7 (Reimagine India Opportunity)

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 1

NIEO 7 (Reimagine India Opportunity)

Return for the risk

3 yrs return

15%

20%

25%

30%

35%

NIFTY 50 Index · 19.1%

I Wealth - I Wealth Fund 1

27.1% • vol 15.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.40%

0.63%

6 Months

10.60%

6.27%

1 Year

55.60%

4.89%

3 Years

27.08%

16.29%

5 Years

—

Since Inception

24.03%

15.79%

Fund Age

3 yrs 6 mo

4 yrs 5 mo

AUM

—

Alpha – 1 Year

19.50%

2.49%

Alpha – 3 Years

7.95%

5.09%

Information Ratio – 3 Years

—

Volatility – 1 Year

18.93%

15.76%

Volatility – 3 Years

15.34%

—

Beta – 1 Year

1.03

0.88

Beta – 3 Years

0.30

—

Sharpe Ratio – 1 Year

2.27

-0.02

Sharpe Ratio – 3 Years

1.40

—

Worst Rolling Year

21.02%

—

Value at Worst Rolling Year

₹1.21 Cr

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

25.36%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 50% · M 13% · S 36%

Number of Stocks

—

Portfolio P/E

0.00

34.26

Top 5 Holdings

—

ICICI Bank Ltd · 5.22%

Bosch Ltd · 4.09%

Krishna Institute of Medical Sciences Ltd · 3.79%

Emmvee Photovoltaic Power Ltd · 3.51%

Grasim Industries Ltd · 3.50%

Top Sectors

—

Financial Services · 33.27%

Capital Goods · 15.56%

Healthcare · 10.17%

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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