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Edelweiss - Alternative Equity Scheme vs Inquant Debt Plus

Edelweiss - Alternative Equity Scheme

Inquant Debt Plus

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Growth of ₹1 Crore

Edelweiss - Alternative Equity Scheme

Inquant Debt Plus

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Total Return Index · 8.6%

Edelweiss - Alternative Equity Scheme

4.3% • vol 12.5%

Inquant Debt Plus

11.7% • vol 2.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

2.92%

1.82%

6 Months

2.92%

6.03%

1 Year

0.27%

11.09%

3 Years

4.32%

11.70%

5 Years

0.83%

—

Since Inception

10.80%

10.61%

Fund Age

11 yrs 11 mo

1 yr 9 mo

AUM

₹58.25 Cr

—

Alpha – 1 Year

0.70%

—

Alpha – 3 Years

−4.24%

—

Information Ratio – 3 Years

-0.56

—

Volatility – 1 Year

15.19%

1.49%

Volatility – 3 Years

12.47%

2.55%

Beta – 1 Year

0.85

—

Beta – 3 Years

0.77

—

Sharpe Ratio – 1 Year

-0.27

3.81

Sharpe Ratio – 3 Years

-0.03

-0.32

Worst Rolling Year

-0.09%

—

Value at Worst Rolling Year

₹1.00 Cr

—

Deepest Drawdown

−19.54%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

94.46%

—

Median Rolling Year

8.54%

—

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%

Derivative Futures & Options · 100.00%

Top Sectors

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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