Alternative Investment Funds (AIF)Compare Schemes
ITI - Long Short Equity Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
ITI - Long Short Equity Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.7%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.31%
0.40%
6 Months
−3.98%
4.71%
1 Year
−3.55%
9.48%
3 Years
10.56%
5.09%
5 Years
8.20%
7.27%
Since Inception
11.86%
7.18%
Fund Age
8 yrs 4 mo
5 yrs 9 mo
AUM
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Alpha – 1 Year
−2.13%
7.96%
Alpha – 3 Years
2.82%
−5.01%
Information Ratio – 3 Years
0.29
-0.38
Volatility – 1 Year
6.95%
1.59%
Volatility – 3 Years
8.51%
6.50%
Beta – 1 Year
0.29
0.04
Beta – 3 Years
0.49
-0.12
Sharpe Ratio – 1 Year
-1.24
2.33
Sharpe Ratio – 3 Years
0.61
-0.03
Worst Rolling Year
9.80%
5.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−9.10%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.02%
8.68%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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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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