Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 2 vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 2
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
Nifty 500 · 16.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.76%
4.04%
6 Months
23.06%
14.10%
1 Year
58.27%
7.50%
3 Years
21.99%
22.84%
5 Years
30.71%
—
Since Inception
23.77%
23.58%
Fund Age
2 yrs 9 mo
4 yrs 5 mo
AUM
₹200 Cr
₹1,282.88 Cr
Alpha – 1 Year
31.96%
4.52%
Alpha – 3 Years
5.45%
10.95%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
—
21.85%
Volatility – 3 Years
—
16.29%
Beta – 1 Year
—
1.19
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
—
0.18
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
22.35%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
—
−17.55%
Recovery Period
—
91 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.61%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 23% · M 12% · S 64%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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