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I Wealth - I Wealth Fund 1 vs Vedartha India Opportunities Fund - Series 1

I Wealth - I Wealth Fund 1

Vedartha India Opportunities Fund - Series 1

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 1

Vedartha India Opportunities Fund - Series 1

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%

−0.27%

6 Months

10.60%

—

1 Year

55.60%

—

3 Years

27.08%

—

5 Years

—

Since Inception

24.03%

9.33%

Fund Age

3 yrs 6 mo

5 mo

AUM

—

₹135 Cr

Alpha – 1 Year

19.50%

—

Alpha – 3 Years

7.95%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.93%

—

Volatility – 3 Years

15.34%

—

Beta – 1 Year

1.03

—

Beta – 3 Years

0.30

—

Sharpe Ratio – 1 Year

2.27

—

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 17% · M 12% · S 40%

Number of Stocks

—

Portfolio P/E

0.00

21.90

Top 5 Holdings

—

Gujarat Pipavav Port Limited · 6.97%

HDFC Bank Limited · 6.81%

SBI Life Insurance Company Limited · 5.32%

PI Industries Limited · 4.51%

Mrs Bectors Food Specialities Limited · 4.00%

Top Sectors

—

Cash & Cash Equivalents · 30.67%

Financial Services · 17.60%

Services · 12.94%

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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