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I Wealth - I Wealth Fund 2 vs Sanhit India Momentum Fund

I Wealth - I Wealth Fund 2

Sanhit India Momentum Fund

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 2

Sanhit India Momentum Fund

1 Month

4.76%

4.19%

6 Months

23.06%

10.36%

1 Year

58.27%

—

3 Years

21.99%

—

5 Years

30.71%

—

Since Inception

23.77%

12.98%

Fund Age

2 yrs 9 mo

11 mo

AUM

₹200 Cr

—

Alpha – 1 Year

31.96%

—

Alpha – 3 Years

5.45%

—

Information Ratio – 3 Years

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Volatility – 1 Year

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10.19%

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

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0.93

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

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Deepest Drawdown

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−5.02%

Recovery Period

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Not yet recovered

1-Year Rolling Windows Positive

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Median Rolling Year

—

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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Torrent Pharmaceuticals Ltd · 4.40%

Laurus Labs Ltd · 2.83%

Granules India Ltd · 2.51%

Syrma SGS Technology Ltd · 2.50%

Gabriel India Ltd · 2.44%

Top Sectors

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Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

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Exit Load (Y1 / Y2 / Y3)

—

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