Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 2 vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 2
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 26.3%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
4.76%
1.92%
6 Months
23.06%
6.21%
1 Year
58.27%
5.06%
3 Years
21.99%
—
5 Years
30.71%
—
Since Inception
23.77%
18.57%
Fund Age
2 yrs 9 mo
2 yrs 5 mo
AUM
₹200 Cr
—
Alpha – 1 Year
31.96%
—
Alpha – 3 Years
5.45%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−7.47%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 46% · M 15% · S 20%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
—
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—