Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
Umbrella Blend Fund 2
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.92%
2.39%
6 Months
2.92%
7.53%
1 Year
0.27%
4.35%
3 Years
4.32%
8.80%
5 Years
0.83%
10.81%
Since Inception
10.80%
12.10%
Fund Age
11 yrs 11 mo
5 yrs 1 mo
AUM
₹58.25 Cr
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Alpha – 1 Year
0.70%
1.37%
Alpha – 3 Years
−4.24%
−3.09%
Information Ratio – 3 Years
-0.56
-0.44
Volatility – 1 Year
15.19%
16.32%
Volatility – 3 Years
12.47%
14.28%
Beta – 1 Year
0.85
0.89
Beta – 3 Years
0.77
0.88
Sharpe Ratio – 1 Year
-0.27
0.00
Sharpe Ratio – 3 Years
-0.03
0.29
Worst Rolling Year
-0.09%
7.61%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−19.54%
−15.88%
Recovery Period
Not yet recovered
103 days
1-Year Rolling Windows Positive
94.46%
100.00%
Median Rolling Year
8.54%
12.31%
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%
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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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