Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
−1.41%
6 Months
2.92%
25.53%
1 Year
0.27%
27.30%
3 Years
4.32%
23.29%
5 Years
0.83%
—
Since Inception
10.80%
20.51%
Fund Age
11 yrs 11 mo
4 yrs 5 mo
AUM
₹58.25 Cr
—
Alpha – 1 Year
0.70%
24.92%
Alpha – 3 Years
−4.24%
12.08%
Information Ratio – 3 Years
-0.56
1.04
Volatility – 1 Year
15.19%
28.26%
Volatility – 3 Years
12.47%
20.05%
Beta – 1 Year
0.85
1.42
Beta – 3 Years
0.77
1.07
Sharpe Ratio – 1 Year
-0.27
0.79
Sharpe Ratio – 3 Years
-0.03
0.87
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%
—
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%