Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 2 vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 2
Matterhorn India Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 26.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
4.76%
3.36%
6 Months
23.06%
10.52%
1 Year
58.27%
4.14%
3 Years
21.99%
—
5 Years
30.71%
—
Since Inception
23.77%
17.49%
Fund Age
2 yrs 9 mo
2 yrs 10 mo
AUM
₹200 Cr
—
Alpha – 1 Year
31.96%
0.77%
Alpha – 3 Years
5.45%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
25.82%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.40
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.06
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−20.99%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 0% · M 16% · S 75%
Number of Stocks
—
54
Portfolio P/E
—
33.41
Top 5 Holdings
—
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
—
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%