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I Wealth - I Wealth Fund 2 vs Sundaram Alternative - Opportunities Series - Atlas

I Wealth - I Wealth Fund 2

Sundaram Alternative - Opportunities Series - Atlas

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Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 16.5%

Sundaram Alternative - Opportunities Series - Atlas

23.3% • vol 20.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.76%

−1.41%

6 Months

23.06%

25.53%

1 Year

58.27%

27.30%

3 Years

21.99%

23.29%

5 Years

30.71%

—

Since Inception

23.77%

20.51%

Fund Age

2 yrs 9 mo

4 yrs 5 mo

AUM

₹200 Cr

—

Alpha – 1 Year

31.96%

24.92%

Alpha – 3 Years

5.45%

12.08%

Information Ratio – 3 Years

—

1.04

Volatility – 1 Year

—

28.26%

Volatility – 3 Years

—

20.05%

Beta – 1 Year

—

1.42

Beta – 3 Years

—

1.07

Sharpe Ratio – 1 Year

—

0.79

Sharpe Ratio – 3 Years

—

0.87

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.50% / yr

2.25% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 3% / 2%

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