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Alternative Investment Funds (AIF)
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ValueQuest S.C.A.L.E. Fund II vs Winvest AIF
Benchmark
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ValueQuest S.C.A.L.E. Fund II
Winvest AIF
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Growth of
₹1 Crore
ValueQuest S.C.A.L.E. Fund II
Winvest AIF
Since Inception
1Y
Overview
1 Month
—
4.05%
6 Months
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4.02%
1 Year
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—
3 Years
—
—
5 Years
—
—
Since Inception
—
5.03%
Fund Age
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7 mo
AUM
—
₹122.31 Cr
Outerperformance
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Risk Ratios
Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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—
Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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Consistency
1-Year Rolling Windows Positive
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Median Rolling Year
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—
5-Year Rolling Windows Positive
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Portfolio
Market-Cap Mix
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L 40% · M 11% · S 29%
Number of Stocks
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30
Portfolio P/E
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—
Top 5 Holdings
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Sona BLW Precision Forgings Ltd · 4.12%
Ather Energy Ltd · 3.96%
Adani Energy Solutions Ltd · 3.90%
Granules India Ltd · 3.85%
Himadri Speciality Chemical Ltd · 3.72%
Top Sectors
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Fees
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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