Alternative Investment Funds (AIF)Compare Schemes
SAMEEKSHA INDIA EQUITY FUND vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
SAMEEKSHA INDIA EQUITY FUND
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.04%
0.40%
6 Months
14.10%
4.71%
1 Year
7.50%
9.48%
3 Years
22.84%
5.09%
5 Years
—
7.27%
Since Inception
23.58%
7.18%
Fund Age
4 yrs 5 mo
5 yrs 9 mo
AUM
₹1,282.88 Cr
—
Alpha – 1 Year
4.52%
7.96%
Alpha – 3 Years
10.95%
−5.01%
Information Ratio – 3 Years
0.98
-0.38
Volatility – 1 Year
21.85%
1.59%
Volatility – 3 Years
16.29%
6.50%
Beta – 1 Year
1.19
0.04
Beta – 3 Years
0.92
-0.12
Sharpe Ratio – 1 Year
0.18
2.33
Sharpe Ratio – 3 Years
0.98
-0.03
Worst Rolling Year
22.35%
5.09%
Value at Worst Rolling Year
₹1.22 Cr
₹1.05 Cr
Deepest Drawdown
−17.55%
−8.84%
Recovery Period
91 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.61%
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 12% · S 64%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—