Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 2 vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 2
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 16.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.76%
2.39%
6 Months
23.06%
7.53%
1 Year
58.27%
4.35%
3 Years
21.99%
8.80%
5 Years
30.71%
10.81%
Since Inception
23.77%
12.10%
Fund Age
2 yrs 9 mo
5 yrs 1 mo
AUM
₹200 Cr
—
Alpha – 1 Year
31.96%
1.37%
Alpha – 3 Years
5.45%
−3.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
—
16.32%
Volatility – 3 Years
—
14.28%
Beta – 1 Year
—
0.89
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.00
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
7.61%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−15.88%
Recovery Period
—
103 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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