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I Wealth - I Wealth Fund 2 vs Yes Alpha Plus Fund

I Wealth - I Wealth Fund 2

Yes Alpha Plus Fund

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 2

Yes Alpha Plus Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 16.5%

Yes Alpha Plus Fund

5.1% • vol 6.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

4.76%

0.40%

6 Months

23.06%

4.71%

1 Year

58.27%

9.48%

3 Years

21.99%

5.09%

5 Years

30.71%

7.27%

Since Inception

23.77%

7.18%

Fund Age

2 yrs 9 mo

5 yrs 9 mo

AUM

₹200 Cr

—

Alpha – 1 Year

31.96%

7.96%

Alpha – 3 Years

5.45%

−5.01%

Information Ratio – 3 Years

—

-0.38

Volatility – 1 Year

—

1.59%

Volatility – 3 Years

—

6.50%

Beta – 1 Year

—

0.04

Beta – 3 Years

—

-0.12

Sharpe Ratio – 1 Year

—

2.33

Sharpe Ratio – 3 Years

—

-0.03

Worst Rolling Year

—

5.09%

Value at Worst Rolling Year

—

₹1.05 Cr

Deepest Drawdown

—

−8.84%

Recovery Period

—

457 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

8.68%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

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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