Alternative Investment Funds (AIF)Compare Schemes
Yes Alpha Plus Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
Yes Alpha Plus Fund
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.40%
1.92%
6 Months
4.71%
6.21%
1 Year
9.48%
5.06%
3 Years
5.09%
—
5 Years
7.27%
—
Since Inception
7.18%
18.57%
Fund Age
5 yrs 9 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
7.96%
—
Alpha – 3 Years
−5.01%
—
Information Ratio – 3 Years
-0.38
—
Volatility – 1 Year
1.59%
10.66%
Volatility – 3 Years
6.50%
—
Beta – 1 Year
0.04
—
Beta – 3 Years
-0.12
—
Sharpe Ratio – 1 Year
2.33
0.14
Sharpe Ratio – 3 Years
-0.03
—
Worst Rolling Year
5.09%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−8.84%
−7.47%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
8.68%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
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)
—
—