Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
0.45%
6 Months
2.92%
16.54%
1 Year
0.27%
4.93%
3 Years
4.32%
20.02%
5 Years
0.83%
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Since Inception
10.80%
24.01%
Fund Age
11 yrs 11 mo
3 yrs 5 mo
AUM
₹58.25 Cr
₹1,778.6 Cr
Alpha – 1 Year
0.70%
1.95%
Alpha – 3 Years
−4.24%
8.14%
Information Ratio – 3 Years
-0.56
0.49
Volatility – 1 Year
15.19%
17.28%
Volatility – 3 Years
12.47%
21.44%
Beta – 1 Year
0.85
0.84
Beta – 3 Years
0.77
1.05
Sharpe Ratio – 1 Year
-0.27
-0.21
Sharpe Ratio – 3 Years
-0.03
0.67
Worst Rolling Year
-0.09%
20.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.20 Cr
Deepest Drawdown
−19.54%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.46%
100.00%
Median Rolling Year
8.54%
22.33%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 27% · M 38% · S 35%
Number of Stocks
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27
Portfolio P/E
—
48.87
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%
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
Top Sectors
—
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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