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I Wealth - I Wealth Fund 2 vs ValueQuest India Inflexion Fund

I Wealth - I Wealth Fund 2

ValueQuest India Inflexion Fund

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Return for the risk

1 yr return

20%

25%

30%

35%

40%

45%

50%

Nifty 500 · 26.3%

ValueQuest India Inflexion Fund

43.3% • vol 24.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

4.76%

5.92%

6 Months

23.06%

47.82%

1 Year

58.27%

43.33%

3 Years

21.99%

—

5 Years

30.71%

—

Since Inception

23.77%

48.04%

Fund Age

2 yrs 9 mo

14 mo

AUM

₹200 Cr

—

Alpha – 1 Year

31.96%

40.35%

Alpha – 3 Years

5.45%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

24.49%

Volatility – 3 Years

—

Beta – 1 Year

—

1.00

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.38

Sharpe Ratio – 3 Years

—

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

—

L 7% · M 5% · S 87%

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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