Alternative Investment Funds (AIF)Compare Schemes
IKIGAI Emerging Equity Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
IKIGAI Emerging Equity Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.6%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.71%
1.92%
6 Months
17.35%
6.21%
1 Year
18.21%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
7.53%
18.57%
Fund Age
2 yrs 2 mo
2 yrs 5 mo
AUM
₹3,837 Cr
—
Alpha – 1 Year
5.60%
—
Alpha – 3 Years
—
—
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 10% · M 44% · S 45%
L 46% · M 15% · S 20%
Number of Stocks
52
—
Portfolio P/E
27.00
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Top 5 Holdings
Happy Forgings Ltd · 4.85%
ALKYL AMINES CHEMICALS LTD · 3.91%
VST Tillers Tractors Ltd · 3.91%
Kajaria Ceramics Ltd · 3.88%
Century Plyboards India Ltd · 3.63%
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
Capital Goods · 16.23%
Financial Services · 14.97%
Chemicals · 13.87%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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