Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs Nippon - Champions 21st Century
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
Nippon - Champions 21st Century
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%
1.83%
6 Months
10.60%
2.86%
1 Year
55.60%
−0.70%
3 Years
27.08%
10.21%
5 Years
—
11.39%
Since Inception
24.03%
14.50%
Fund Age
3 yrs 6 mo
10 mo
AUM
—
—
Alpha – 1 Year
19.50%
−3.10%
Alpha – 3 Years
7.95%
−0.99%
Information Ratio – 3 Years
—
-0.46
Volatility – 1 Year
18.93%
14.46%
Volatility – 3 Years
15.34%
14.09%
Beta – 1 Year
1.03
0.82
Beta – 3 Years
0.30
0.89
Sharpe Ratio – 1 Year
2.27
-0.42
Sharpe Ratio – 3 Years
1.40
0.33
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 47% · M 8% · S 40%
Number of Stocks
—
41
Portfolio P/E
0.00
34.07
Top 5 Holdings
—
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
Top Sectors
—
Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—