Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.36%
0.40%
6 Months
10.52%
4.71%
1 Year
4.14%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
17.49%
7.18%
Fund Age
2 yrs 10 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
0.77%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
25.82%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
1.40
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
0.06
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−20.99%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · M 16% · S 75%
—
Number of Stocks
54
—
Portfolio P/E
33.41
—
Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
—
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
—
Fixed Fee
—
—
Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—