Alternative Investment Funds (AIF)Compare Schemes
KLAY GROWTH FUND vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
KLAY GROWTH FUND
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.86%
1.92%
6 Months
2.50%
6.21%
1 Year
4.92%
5.06%
3 Years
8.35%
—
5 Years
—
—
Since Inception
6.31%
18.57%
Fund Age
4 yrs 9 mo
2 yrs 5 mo
AUM
₹28.32 Cr
—
Alpha – 1 Year
3.40%
—
Alpha – 3 Years
−1.74%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.29%
10.66%
Volatility – 3 Years
17.14%
—
Beta – 1 Year
0.99
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.14
Sharpe Ratio – 3 Years
-0.20
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.62%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 92% · M 4% · S 2%
L 46% · M 15% · S 20%
Number of Stocks
21
—
Portfolio P/E
20.30
—
Top 5 Holdings
Larsen & Toubro Ltd · 8.50%
Titan Company Ltd · 7.70%
Kotak Mahindra Bank Ltd · 7.40%
Divis Laboratories Ltd · 6.90%
HDFC Bank Ltd · 6.40%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—