Alternative Investment Funds (AIF)Compare Schemes
Profusion All Weather Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Profusion All Weather Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.84%
0.40%
6 Months
9.01%
4.71%
1 Year
12.22%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
12.00%
7.18%
Fund Age
13 mo
5 yrs 9 mo
AUM
₹64.49 Cr
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Alpha – 1 Year
12.59%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
9.50%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
0.50
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
0.69
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
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
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Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
15% of profit, above 10%
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Exit Load (Y1 / Y2 / Y3)
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