Alternative Investment Funds (AIF)Compare Schemes
Winvest AIF vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Winvest AIF
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.05%
0.40%
6 Months
4.02%
4.71%
1 Year
—
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
5.03%
7.18%
Fund Age
7 mo
5 yrs 9 mo
AUM
₹122.31 Cr
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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
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-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
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100.00%
Market-Cap Mix
L 40% · M 11% · S 29%
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Number of Stocks
30
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Portfolio P/E
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Top 5 Holdings
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%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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