Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
Incred-Emerging Business Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
7.88%
6 Months
2.92%
11.46%
1 Year
0.27%
2.58%
3 Years
4.32%
12.19%
5 Years
0.83%
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Since Inception
10.80%
14.67%
Fund Age
11 yrs 11 mo
4 yrs 4 mo
AUM
₹58.25 Cr
₹465 Cr
Alpha – 1 Year
0.70%
−0.40%
Alpha – 3 Years
−4.24%
0.30%
Information Ratio – 3 Years
-0.56
0.09
Volatility – 1 Year
15.19%
23.22%
Volatility – 3 Years
12.47%
18.88%
Beta – 1 Year
0.85
1.13
Beta – 3 Years
0.77
0.97
Sharpe Ratio – 1 Year
-0.27
-0.02
Sharpe Ratio – 3 Years
-0.03
0.51
Worst Rolling Year
-0.09%
11.07%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−19.54%
−25.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.46%
100.00%
Median Rolling Year
8.54%
17.39%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 46% · M 24% · S 30%
Number of Stocks
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27
Portfolio P/E
—
37.00
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%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
—
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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