Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 3.4%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.36%
1.92%
6 Months
10.52%
6.21%
1 Year
4.14%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
17.49%
18.57%
Fund Age
2 yrs 10 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
0.77%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.82%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.40
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.99%
−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 0% · M 16% · S 75%
L 46% · M 15% · S 20%
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
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
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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