Alternative Investment Funds (AIF)Compare Schemes
Nippon - (Empowered India) vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Nippon - (Empowered India)
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.82%
0.40%
6 Months
5.72%
4.71%
1 Year
1.32%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
1.83%
7.18%
Fund Age
12 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
−1.08%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
17.16%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
0.93
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
-0.18
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−8.84%
Recovery Period
—
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 23% · M 17% · S 47%
—
Number of Stocks
51
—
Portfolio P/E
35.98
—
Top 5 Holdings
Cash & Cash Equivalent · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
—
Top Sectors
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—