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I Wealth - I Wealth Fund 1 vs Sundaram Alternative Opportunities Series - ACORN

I Wealth - I Wealth Fund 1

Sundaram Alternative Opportunities Series - ACORN

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 1

Sundaram Alternative Opportunities Series - ACORN

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%

Sundaram Alternative Opportunities Series - ACORN

26.5% • vol 18.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.40%

−0.89%

6 Months

10.60%

29.38%

1 Year

55.60%

43.41%

3 Years

27.08%

26.47%

5 Years

—

17.82%

Since Inception

24.03%

22.57%

Fund Age

3 yrs 6 mo

6 yrs 8 mo

AUM

—

Alpha – 1 Year

19.50%

33.80%

Alpha – 3 Years

7.95%

7.88%

Information Ratio – 3 Years

—

0.70

Volatility – 1 Year

18.93%

23.30%

Volatility – 3 Years

15.34%

18.62%

Beta – 1 Year

1.03

1.04

Beta – 3 Years

0.30

0.84

Sharpe Ratio – 1 Year

2.27

1.44

Sharpe Ratio – 3 Years

1.40

1.07

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

—

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)

—

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