Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs Quest Investment Managers – Smart Alpha Sector Rotation
Edelweiss - Alternative Equity Scheme
Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
1.75%
6 Months
2.92%
6.35%
1 Year
0.27%
−4.77%
3 Years
4.32%
10.09%
5 Years
0.83%
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Since Inception
10.80%
11.81%
Fund Age
11 yrs 11 mo
4 yrs 3 mo
AUM
₹58.25 Cr
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Alpha – 1 Year
0.70%
−9.17%
Alpha – 3 Years
−4.24%
−1.38%
Information Ratio – 3 Years
-0.56
-0.09
Volatility – 1 Year
15.19%
20.07%
Volatility – 3 Years
12.47%
18.70%
Beta – 1 Year
0.85
1.09
Beta – 3 Years
0.77
1.07
Sharpe Ratio – 1 Year
-0.27
-0.41
Sharpe Ratio – 3 Years
-0.03
0.34
Worst Rolling Year
-0.09%
8.04%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−19.54%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.46%
100.00%
Median Rolling Year
8.54%
14.70%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 37% · M 25% · S 28%
Number of Stocks
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23
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%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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