Alternative Investment Funds (AIF)Compare Schemes
Vedartha Equity Opportunities Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Vedartha Equity Opportunities Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.10%
0.40%
6 Months
—
4.71%
1 Year
2.64%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
4.39%
7.18%
Fund Age
15 mo
5 yrs 9 mo
AUM
₹449 Cr
—
Alpha – 1 Year
—
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
—
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
—
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
—
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−8.84%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 5% · S 32%
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Number of Stocks
25
—
Portfolio P/E
16.00
—
Top 5 Holdings
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
—
Top Sectors
Financial Services · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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