Alternative Investment Funds (AIF)Compare Schemes
ValueQuest India Inflexion Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
ValueQuest India Inflexion Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.92%
1.92%
6 Months
47.82%
6.21%
1 Year
43.33%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
48.04%
18.57%
Fund Age
14 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
40.35%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.49%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.00
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.38
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−7.47%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 7% · M 5% · S 87%
L 46% · M 15% · S 20%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—