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Fund I performance

Fund I performance

Our efficient risk management helped us to minimise our drawdown to just -5% to -6% vs market fall of -30%-50% since inception. Efficient risk management helped us in the best way to outperform the market during fall of Feb-Mar 20 and rise post that

Years Max Drawdown
I-Wealth Fund-1 Nifty Smallcap 100 Nifty 50
Jun'18-Mar'19 -5.80% -26.4% -14.5%
FY20 -5.70% -50.8% -39.6%
FY21 -5.40% -9.3% -11.0%
FY22 0.00% -10.3% -5.6%

Rs 1cr invested in i-Wealth fund In June 18 is now worth Rs 2.04 crs vs Rs 1.54 crs inNifty small cap 100 and Rs 1.65 crs in nifty 50.

Fund I performance

Maximum gain, minimum pain

I-Wealth Fund I gain to pain ratio is nearly four times higher than the benchmark indices

Drawdown RoMaD Ratio Gain to Pain Ratio
I-wealth Fund 11.05 3.34
Nifty Small Cap 100 1.21 0.52
Nifty 50 2.36 1.05

# Wealth fund returns are post-tax and before performance fees

* CAGR returns; **SI (Since inception)

^ All indices are TRI (Total Return Index

@RoMaD Ratio: Return over Maximum Drawdown Ratio

Gain to Pain Ratio: how much pain a fund manager gave you while delivering his gains.

Fund II performance

Fund II performance

Maximum gain, minimum pain

I-Wealth Fund II is an open ended fund which invests in Indian equity market to gain maximum profit with minimum drawdown

Returns 1M 3M 6M SI*
I-Wealth Fund -9.2% -3.5% -6.5% -3.4%
Nifty Small Cap 100 -10.2% -6.3% -18.1% -4.9%
Nifty 50 -2.6% -5.10% -2.7% -1.4%

# Wealth fund returns are post-tax and before performance fees

* CAGR returns; **SI (Since inception)

^ All indices are TRI (Total Return Index

@RoMaD Ratio: Return over Maximum Drawdown Ratio

Gain to Pain Ratio: how much pain a fund manager gave you while delivering his gains.