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I Wealth - I Wealth Fund 2 vs ITI - Long Short Equity Fund

I Wealth - I Wealth Fund 2

ITI - Long Short Equity Fund

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 2

ITI - Long Short Equity Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 16.5%

ITI - Long Short Equity Fund

10.6% • vol 8.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

4.76%

−0.31%

6 Months

23.06%

−3.98%

1 Year

58.27%

−3.55%

3 Years

21.99%

10.56%

5 Years

30.71%

8.20%

Since Inception

23.77%

11.86%

Fund Age

2 yrs 9 mo

8 yrs 4 mo

AUM

₹200 Cr

—

Alpha – 1 Year

31.96%

−2.13%

Alpha – 3 Years

5.45%

2.82%

Information Ratio – 3 Years

—

0.29

Volatility – 1 Year

—

6.95%

Volatility – 3 Years

—

8.51%

Beta – 1 Year

—

0.29

Beta – 3 Years

—

0.49

Sharpe Ratio – 1 Year

—

-1.24

Sharpe Ratio – 3 Years

—

0.61

Worst Rolling Year

—

9.80%

Value at Worst Rolling Year

—

₹1.10 Cr

Deepest Drawdown

—

−9.10%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

14.02%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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