Alternative Investment Funds (AIF)Compare Schemes
Umbrella Blend Fund 2 vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Umbrella Blend Fund 2
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.39%
0.40%
6 Months
7.53%
4.71%
1 Year
4.35%
9.48%
3 Years
8.80%
5.09%
5 Years
10.81%
7.27%
Since Inception
12.10%
7.18%
Fund Age
5 yrs 1 mo
5 yrs 9 mo
AUM
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Alpha – 1 Year
1.37%
7.96%
Alpha – 3 Years
−3.09%
−5.01%
Information Ratio – 3 Years
-0.44
-0.38
Volatility – 1 Year
16.32%
1.59%
Volatility – 3 Years
14.28%
6.50%
Beta – 1 Year
0.89
0.04
Beta – 3 Years
0.88
-0.12
Sharpe Ratio – 1 Year
0.00
2.33
Sharpe Ratio – 3 Years
0.29
-0.03
Worst Rolling Year
7.61%
5.09%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−15.88%
−8.84%
Recovery Period
103 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.31%
8.68%
5-Year Rolling Windows Positive
100.00%
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
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Exit Load (Y1 / Y2 / Y3)
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