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I Wealth - I Wealth Fund 1 vs YES Wealth Maximiser AIF

I Wealth - I Wealth Fund 1

YES Wealth Maximiser AIF

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 1

YES Wealth Maximiser AIF

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%

1.92%

6 Months

10.60%

6.21%

1 Year

55.60%

5.06%

3 Years

27.08%

—

5 Years

—

Since Inception

24.03%

18.57%

Fund Age

3 yrs 6 mo

2 yrs 5 mo

AUM

—

Alpha – 1 Year

19.50%

—

Alpha – 3 Years

7.95%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.93%

10.66%

Volatility – 3 Years

15.34%

—

Beta – 1 Year

1.03

—

Beta – 3 Years

0.30

—

Sharpe Ratio – 1 Year

2.27

0.14

Sharpe Ratio – 3 Years

1.40

—

Worst Rolling Year

21.02%

—

Value at Worst Rolling Year

₹1.21 Cr

—

Deepest Drawdown

—

−7.47%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

25.36%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 46% · M 15% · S 20%

Number of Stocks

—

Portfolio P/E

0.00

—

Top 5 Holdings

—

Bharti Airtel Ltd · 5.78%

HDFC Bank Ltd · 4.14%

Apollo Hospitals Enterprise Ltd · 3.93%

Reliance Industries Ltd · 3.82%

ICICI Bank Ltd · 3.67%

Top Sectors

—

Financial Services · 30.04%

Healthcare · 8.83%

Automobile and Auto Components · 7.22%

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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