Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
Nuvama Enhanced Dynamic Growth Equity [EDGE] 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%
3.18%
6 Months
2.92%
1.31%
1 Year
0.27%
5.72%
3 Years
4.32%
15.69%
5 Years
0.83%
17.06%
Since Inception
10.80%
18.15%
Fund Age
11 yrs 11 mo
5 yrs 3 mo
AUM
₹58.25 Cr
₹1,828 Cr
Alpha – 1 Year
0.70%
6.15%
Alpha – 3 Years
−4.24%
7.12%
Information Ratio – 3 Years
-0.56
1.44
Volatility – 1 Year
15.19%
18.93%
Volatility – 3 Years
12.47%
15.01%
Beta – 1 Year
0.85
1.16
Beta – 3 Years
0.77
1.04
Sharpe Ratio – 1 Year
-0.27
0.10
Sharpe Ratio – 3 Years
-0.03
0.66
Worst Rolling Year
-0.09%
13.67%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−19.54%
−16.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.46%
100.00%
Median Rolling Year
8.54%
21.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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