Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Edelweiss - Alternative Equity Scheme
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Edelweiss - Alternative Equity Scheme
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
2.92%
6 Months
2.63%
2.92%
1 Year
3.23%
0.27%
3 Years
9.96%
4.32%
5 Years
19.65%
0.83%
Since Inception
21.25%
10.80%
Fund Age
7 yrs 4 mo
11 yrs 11 mo
AUM
₹877.78 Cr
₹58.25 Cr
Alpha – 1 Year
4.78%
0.70%
Alpha – 3 Years
2.69%
−4.24%
Information Ratio – 3 Years
0.01
-0.56
Volatility – 1 Year
2.24%
15.19%
Volatility – 3 Years
12.79%
12.47%
Beta – 1 Year
0.11
0.85
Beta – 3 Years
0.33
0.77
Sharpe Ratio – 1 Year
-0.98
-0.27
Sharpe Ratio – 3 Years
0.37
-0.03
Worst Rolling Year
9.97%
-0.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−13.39%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.46%
Median Rolling Year
35.04%
8.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · S 26%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
NSE Ltd · 10.95%
ICICI Lombard General Insurance Company Ltd · 5.46%
Maruti Suzuki India Ltd · 5.41%
Asian Paints Ltd · 5.32%
Axis Bank Ltd · 5.31%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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