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I Wealth - I Wealth Fund 2 vs Neo Prime Fund

I Wealth - I Wealth Fund 2

Neo Prime Fund

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1 Month

4.76%

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6 Months

23.06%

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1 Year

58.27%

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3 Years

21.99%

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5 Years

30.71%

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Since Inception

23.77%

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Fund Age

2 yrs 9 mo

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AUM

₹200 Cr

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Alpha – 1 Year

31.96%

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Alpha – 3 Years

5.45%

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Information Ratio – 3 Years

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Volatility – 1 Year

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Volatility – 3 Years

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Beta – 1 Year

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Beta – 3 Years

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Sharpe Ratio – 1 Year

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Sharpe Ratio – 3 Years

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Worst Rolling Year

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Value at Worst Rolling Year

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Deepest Drawdown

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Recovery Period

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1-Year Rolling Windows Positive

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Median Rolling Year

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5-Year Rolling Windows Positive

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Market-Cap Mix

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Number of Stocks

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Portfolio P/E

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Top 5 Holdings

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Top Sectors

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Fixed Fee

1.50% / yr

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Performance Fee / Plan

Fixed Plan

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Exit Load (Y1 / Y2 / Y3)

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