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Alternative Investment Funds (AIF)
Compare Schemes
India Growth Fund I vs YES Wealth Maximiser AIF
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India Growth Fund I
YES Wealth Maximiser AIF
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Growth of
₹1 Crore
India Growth Fund I
YES Wealth Maximiser AIF
Since Inception
1Y
Return for the risk
1 yr return
0%
5%
10%
YES Wealth Maximiser AIF
5.1% • vol 10.7%
0%
10%
20%
Volatility • 1 yr deviation
Overview
1 Month
—
1.92%
6 Months
—
6.21%
1 Year
—
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
—
18.57%
Fund Age
—
2 yrs 5 mo
AUM
—
—
Outerperformance
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
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
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
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%
Fees
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—
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