Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
I Wealth - I Wealth Fund 1
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
4.40%
6 Months
2.92%
10.60%
1 Year
0.27%
55.60%
3 Years
4.32%
27.08%
5 Years
0.83%
—
Since Inception
10.80%
24.03%
Fund Age
11 yrs 11 mo
3 yrs 6 mo
AUM
₹58.25 Cr
—
Alpha – 1 Year
0.70%
19.50%
Alpha – 3 Years
−4.24%
7.95%
Information Ratio – 3 Years
-0.56
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Volatility – 1 Year
15.19%
18.93%
Volatility – 3 Years
12.47%
15.34%
Beta – 1 Year
0.85
1.03
Beta – 3 Years
0.77
0.30
Sharpe Ratio – 1 Year
-0.27
2.27
Sharpe Ratio – 3 Years
-0.03
1.40
Worst Rolling Year
-0.09%
21.02%
Value at Worst Rolling Year
₹1.00 Cr
₹1.21 Cr
Deepest Drawdown
−19.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
94.46%
100.00%
Median Rolling Year
8.54%
25.36%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
—
Portfolio P/E
—
0.00
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%
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Top Sectors
—
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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