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I Wealth - I Wealth Fund 2 vs Neo Treasury Plus Fund

I Wealth - I Wealth Fund 2

Neo Treasury Plus Fund

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 2

Neo Treasury Plus Fund

Return for the risk

1 yr return

10%

15%

20%

25%

30%

Nifty 500 · 26.3%

Neo Treasury Plus Fund

12.6% • vol 0.7%

10%

Volatility • 1 yr deviation

1 Month

4.76%

1.25%

6 Months

23.06%

5.92%

1 Year

58.27%

12.62%

3 Years

21.99%

—

5 Years

30.71%

—

Since Inception

23.77%

13.19%

Fund Age

2 yrs 9 mo

3 yrs 6 mo

AUM

₹200 Cr

—

Alpha – 1 Year

31.96%

13.05%

Alpha – 3 Years

5.45%

—

Information Ratio – 3 Years

—

-0.26

Volatility – 1 Year

—

0.71%

Volatility – 3 Years

—

3.07%

Beta – 1 Year

—

0.03

Beta – 3 Years

—

-0.03

Sharpe Ratio – 1 Year

—

9.16

Sharpe Ratio – 3 Years

—

-0.21

Worst Rolling Year

—

4.08%

Value at Worst Rolling Year

—

₹1.04 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

5.09%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.50% / yr

0.25% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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