Alternative Investment Funds (AIF)Compare Schemes
NEXUS EQUITY GROWTH FUND SCH 1 vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
NEXUS EQUITY GROWTH FUND SCH 1
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.48%
1.92%
6 Months
19.10%
6.21%
1 Year
17.77%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
28.53%
18.57%
Fund Age
19 mo
2 yrs 5 mo
AUM
₹332.12 Cr
—
Alpha – 1 Year
13.25%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.73%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.24%
−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
S 61%
L 46% · M 15% · S 20%
Number of Stocks
50
—
Portfolio P/E
28.50
—
Top 5 Holdings
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
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
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—