Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Emkay Emerging Stars Fund - V
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Emkay Emerging Stars Fund - V
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY India Consumption Index · 13.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
6.87%
6 Months
14.64%
12.49%
1 Year
5.62%
20.74%
3 Years
12.98%
13.62%
5 Years
10.85%
—
Since Inception
12.97%
13.23%
Fund Age
5 yrs 3 mo
3 yrs 8 mo
AUM
₹173.62 Cr
—
Alpha – 1 Year
1.78%
11.62%
Alpha – 3 Years
−0.97%
−6.31%
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
21.39%
21.52%
Volatility – 3 Years
16.80%
16.91%
Beta – 1 Year
1.05
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.10
0.73
Sharpe Ratio – 3 Years
0.49
0.52
Worst Rolling Year
8.52%
9.15%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−19.22%
−18.44%
Recovery Period
122 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.72%
11.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 32% · M 16% · S 53%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Bharti Airtel Ltd · 6.58%
Britannia Industries Ltd · 6.22%
Hindustan Unilever Ltd · 6.19%
ITC Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.71%
Laurus Labs Ltd · 13.10%
Eicher Motors Ltd · 10.50%
Divis Laboratories Ltd · 10.00%
Maruti Suzuki India Ltd · 7.60%
CCL Products (India) Ltd · 7.30%
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—