Alternative Investment Funds (AIF)Compare Schemes
Vedartha Equity Opportunities Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Vedartha Equity Opportunities Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
-5%
0%
5%
10%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.10%
1.92%
6 Months
—
6.21%
1 Year
2.64%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
4.39%
18.57%
Fund Age
15 mo
2 yrs 5 mo
AUM
₹449 Cr
—
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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 55% · M 5% · S 32%
L 46% · M 15% · S 20%
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%
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 · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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