Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Edelweiss - Alternative Equity Scheme
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Edelweiss - Alternative Equity Scheme
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
2.92%
6 Months
7.02%
2.92%
1 Year
12.60%
0.27%
3 Years
17.44%
4.32%
5 Years
—
0.83%
Since Inception
20.23%
10.80%
Fund Age
3 yrs 7 mo
11 yrs 11 mo
AUM
₹2,497.88 Cr
₹58.25 Cr
Alpha – 1 Year
9.62%
0.70%
Alpha – 3 Years
5.55%
−4.24%
Information Ratio – 3 Years
—
-0.56
Volatility – 1 Year
17.96%
15.19%
Volatility – 3 Years
14.91%
12.47%
Beta – 1 Year
1.01
0.85
Beta – 3 Years
0.90
0.77
Sharpe Ratio – 1 Year
0.45
-0.27
Sharpe Ratio – 3 Years
0.78
-0.03
Worst Rolling Year
18.59%
-0.09%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−15.14%
−19.54%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.46%
Median Rolling Year
22.43%
8.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 20% · S 20%
—
Number of Stocks
37
—
Portfolio P/E
24.82
—
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—