Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Edelweiss - Consumer Trends Fund
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Edelweiss - Consumer Trends Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
3.12%
6 Months
3.47%
14.64%
1 Year
1.75%
5.62%
3 Years
13.37%
12.98%
5 Years
—
10.85%
Since Inception
15.09%
12.97%
Fund Age
3 yrs 2 mo
5 yrs 3 mo
AUM
₹565.02 Cr
₹173.62 Cr
Alpha – 1 Year
−0.83%
1.78%
Alpha – 3 Years
1.23%
−0.97%
Information Ratio – 3 Years
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-0.01
Volatility – 1 Year
13.85%
21.39%
Volatility – 3 Years
14.55%
16.80%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
-0.20
0.10
Sharpe Ratio – 3 Years
0.55
0.49
Worst Rolling Year
12.68%
8.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−16.91%
−19.22%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
12.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 25% · S 20%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Bharti Airtel Ltd · 6.58%
Britannia Industries Ltd · 6.22%
Hindustan Unilever Ltd · 6.19%
ITC Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.71%
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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