Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Edelweiss - Consumer Trends Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Edelweiss - Consumer Trends Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
3.12%
6 Months
6.80%
14.64%
1 Year
2.38%
5.62%
3 Years
13.18%
12.98%
5 Years
—
10.85%
Since Inception
14.39%
12.97%
Fund Age
4 yrs 7 mo
5 yrs 3 mo
AUM
₹196.51 Cr
₹173.62 Cr
Alpha – 1 Year
−1.17%
1.78%
Alpha – 3 Years
−0.04%
−0.97%
Information Ratio – 3 Years
-0.04
-0.01
Volatility – 1 Year
16.17%
21.39%
Volatility – 3 Years
16.05%
16.80%
Beta – 1 Year
0.85
1.05
Beta – 3 Years
0.91
0.88
Sharpe Ratio – 1 Year
-0.11
0.10
Sharpe Ratio – 3 Years
0.52
0.49
Worst Rolling Year
12.74%
8.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−19.54%
−19.22%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
12.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
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Number of Stocks
31
—
Portfolio P/E
40.67
—
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
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
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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