Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Edelweiss - Consumer Trends Fund
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
Edelweiss - Consumer Trends Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
3.12%
6 Months
18.61%
14.64%
1 Year
6.60%
5.62%
3 Years
—
12.98%
5 Years
—
10.85%
Since Inception
70.59%
12.97%
Fund Age
19 mo
5 yrs 3 mo
AUM
₹589 Cr
₹173.62 Cr
Alpha – 1 Year
0.33%
1.78%
Alpha – 3 Years
—
−0.97%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
31.55%
21.39%
Volatility – 3 Years
—
16.80%
Beta – 1 Year
1.29
1.05
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.34
0.10
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−23.49%
−19.22%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 88%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Shree Refrigerations Ltd · 4.06%
Beezaasan Explotech Ltd · 2.67%
Accent Microcell Ltd · 2.33%
Cash UR Drive Marketing Limited · 2.28%
Amanta Healthcare Ltd · 2.13%
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
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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