Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
0.40%
6 Months
10.60%
4.71%
1 Year
55.60%
9.48%
3 Years
27.08%
5.09%
5 Years
—
7.27%
Since Inception
24.03%
7.18%
Fund Age
3 yrs 6 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
19.50%
7.96%
Alpha – 3 Years
7.95%
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
18.93%
1.59%
Volatility – 3 Years
15.34%
6.50%
Beta – 1 Year
1.03
0.04
Beta – 3 Years
0.30
-0.12
Sharpe Ratio – 1 Year
2.27
2.33
Sharpe Ratio – 3 Years
1.40
-0.03
Worst Rolling Year
21.02%
5.09%
Value at Worst Rolling Year
₹1.21 Cr
₹1.05 Cr
Deepest Drawdown
—
−8.84%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.36%
8.68%
5-Year Rolling Windows Positive
—
100.00%
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)
—
—