Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs Finideas Growth Fund Scheme-1
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
Finideas Growth Fund Scheme-1
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.92%
−1.52%
6 Months
2.92%
−5.84%
1 Year
0.27%
−9.36%
3 Years
4.32%
−0.81%
5 Years
0.83%
—
Since Inception
10.80%
1.31%
Fund Age
11 yrs 11 mo
3 yrs 2 mo
AUM
₹58.25 Cr
—
Alpha – 1 Year
0.70%
−8.74%
Alpha – 3 Years
−4.24%
−8.21%
Information Ratio – 3 Years
-0.56
-0.92
Volatility – 1 Year
15.19%
7.34%
Volatility – 3 Years
12.47%
12.42%
Beta – 1 Year
0.85
0.25
Beta – 3 Years
0.77
0.67
Sharpe Ratio – 1 Year
-0.27
-2.04
Sharpe Ratio – 3 Years
-0.03
-0.44
Worst Rolling Year
-0.09%
-0.81%
Value at Worst Rolling Year
₹1.00 Cr
₹0.99 Cr
Deepest Drawdown
−19.54%
−13.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.46%
58.97%
Median Rolling Year
8.54%
1.91%
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%
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—