Alternative Investment Funds (AIF)Compare Schemes
Umbrella Blend Fund 2 vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Umbrella Blend Fund 2
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.39%
1.92%
6 Months
7.53%
6.21%
1 Year
4.35%
5.06%
3 Years
8.80%
—
5 Years
10.81%
—
Since Inception
12.10%
18.57%
Fund Age
5 yrs 1 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
1.37%
—
Alpha – 3 Years
−3.09%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
16.32%
10.66%
Volatility – 3 Years
14.28%
—
Beta – 1 Year
0.89
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.00
0.14
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
7.61%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−15.88%
−7.47%
Recovery Period
103 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.31%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 46% · M 15% · S 20%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
—
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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—
Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
—
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