Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs Edelweiss - Consumer Trends Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities 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
0.47%
3.12%
6 Months
8.18%
14.64%
1 Year
3.90%
5.62%
3 Years
—
12.98%
5 Years
—
10.85%
Since Inception
28.15%
12.97%
Fund Age
3 yrs
5 yrs 3 mo
AUM
₹169 Cr
₹173.62 Cr
Alpha – 1 Year
−2.45%
1.78%
Alpha – 3 Years
—
−0.97%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
29.52%
21.39%
Volatility – 3 Years
41.58%
16.80%
Beta – 1 Year
—
1.05
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.09
0.10
Sharpe Ratio – 3 Years
0.66
0.49
Worst Rolling Year
29.06%
8.52%
Value at Worst Rolling Year
₹1.29 Cr
₹1.09 Cr
Deepest Drawdown
−16.43%
−19.22%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
12.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
S 34%
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Number of Stocks
27
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Portfolio P/E
17.10
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Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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