Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs Edelweiss - Alternative Equity Scheme
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
Edelweiss - Alternative Equity Scheme
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
2.92%
6 Months
11.89%
2.92%
1 Year
7.39%
0.27%
3 Years
13.60%
4.32%
5 Years
11.50%
0.83%
Since Inception
13.94%
10.80%
Fund Age
6 yrs 8 mo
11 yrs 11 mo
AUM
₹134.68 Cr
₹58.25 Cr
Alpha – 1 Year
8.81%
0.70%
Alpha – 3 Years
5.90%
−4.24%
Information Ratio – 3 Years
0.41
-0.56
Volatility – 1 Year
19.90%
15.19%
Volatility – 3 Years
17.79%
12.47%
Beta – 1 Year
1.00
0.85
Beta – 3 Years
1.00
0.77
Sharpe Ratio – 1 Year
0.18
-0.27
Sharpe Ratio – 3 Years
0.47
-0.03
Worst Rolling Year
7.35%
-0.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
−20.98%
−19.54%
Recovery Period
488 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.46%
Median Rolling Year
17.60%
8.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 18% · S 37%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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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
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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