Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Edelweiss - Alternative Equity Scheme
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
Edelweiss - Alternative Equity Scheme
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 15.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.84%
2.92%
6 Months
22.78%
2.92%
1 Year
17.46%
0.27%
3 Years
21.45%
4.32%
5 Years
—
0.83%
Since Inception
15.58%
10.80%
Fund Age
3 yrs
11 yrs 11 mo
AUM
₹42.68 Cr
₹58.25 Cr
Alpha – 1 Year
15.94%
0.70%
Alpha – 3 Years
5.92%
−4.24%
Information Ratio – 3 Years
—
-0.56
Volatility – 1 Year
20.94%
15.19%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
1.02
0.85
Beta – 3 Years
—
0.77
Sharpe Ratio – 1 Year
0.61
-0.27
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
-0.09%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−19.54%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
94.46%
Median Rolling Year
—
8.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—