Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 2 vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 2
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 16.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.76%
1.75%
6 Months
23.06%
6.35%
1 Year
58.27%
−4.77%
3 Years
21.99%
10.09%
5 Years
30.71%
—
Since Inception
23.77%
11.81%
Fund Age
2 yrs 9 mo
4 yrs 3 mo
AUM
₹200 Cr
—
Alpha – 1 Year
31.96%
−9.17%
Alpha – 3 Years
5.45%
−1.38%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
—
20.07%
Volatility – 3 Years
—
18.70%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
—
-0.41
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−28.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.70%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 37% · M 25% · S 28%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
Top Sectors
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—