Alternative Investment Funds (AIF)Compare Schemes
RATIONAL EQUITY FLAGSHIP FUND I vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
RATIONAL EQUITY FLAGSHIP FUND I
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.91%
0.40%
6 Months
8.52%
4.71%
1 Year
−1.69%
9.48%
3 Years
21.12%
5.09%
5 Years
—
7.27%
Since Inception
27.36%
7.18%
Fund Age
3 yrs 4 mo
5 yrs 9 mo
AUM
₹100 Cr
—
Alpha – 1 Year
−5.06%
7.96%
Alpha – 3 Years
8.57%
−5.01%
Information Ratio – 3 Years
0.22
-0.38
Volatility – 1 Year
26.41%
1.59%
Volatility – 3 Years
25.24%
6.50%
Beta – 1 Year
1.39
0.04
Beta – 3 Years
1.04
-0.12
Sharpe Ratio – 1 Year
-0.02
2.33
Sharpe Ratio – 3 Years
0.67
-0.03
Worst Rolling Year
21.12%
5.09%
Value at Worst Rolling Year
₹1.21 Cr
₹1.05 Cr
Deepest Drawdown
−21.57%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.37%
8.68%
5-Year Rolling Windows Positive
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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
—
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Top Sectors
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Fixed Fee
—
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Performance Fee / Plan
20% of profit, above 6%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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