Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
0.40%
6 Months
11.46%
4.71%
1 Year
2.58%
9.48%
3 Years
12.19%
5.09%
5 Years
—
7.27%
Since Inception
14.67%
7.18%
Fund Age
4 yrs 4 mo
5 yrs 9 mo
AUM
₹465 Cr
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Alpha – 1 Year
−0.40%
7.96%
Alpha – 3 Years
0.30%
−5.01%
Information Ratio – 3 Years
0.09
-0.38
Volatility – 1 Year
23.22%
1.59%
Volatility – 3 Years
18.88%
6.50%
Beta – 1 Year
1.13
0.04
Beta – 3 Years
0.97
-0.12
Sharpe Ratio – 1 Year
-0.02
2.33
Sharpe Ratio – 3 Years
0.51
-0.03
Worst Rolling Year
11.07%
5.09%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−25.01%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 24% · S 30%
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Number of Stocks
27
—
Portfolio P/E
37.00
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Top 5 Holdings
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
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Top Sectors
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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