Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Finideas Growth Fund Scheme-1
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Finideas Growth Fund Scheme-1
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY India Consumption Index · 13.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
−1.52%
6 Months
14.64%
−5.84%
1 Year
5.62%
−9.36%
3 Years
12.98%
−0.81%
5 Years
10.85%
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Since Inception
12.97%
1.31%
Fund Age
5 yrs 3 mo
3 yrs 2 mo
AUM
₹173.62 Cr
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Alpha – 1 Year
1.78%
−8.74%
Alpha – 3 Years
−0.97%
−8.21%
Information Ratio – 3 Years
-0.01
-0.92
Volatility – 1 Year
21.39%
7.34%
Volatility – 3 Years
16.80%
12.42%
Beta – 1 Year
1.05
0.25
Beta – 3 Years
0.88
0.67
Sharpe Ratio – 1 Year
0.10
-2.04
Sharpe Ratio – 3 Years
0.49
-0.44
Worst Rolling Year
8.52%
-0.81%
Value at Worst Rolling Year
₹1.09 Cr
₹0.99 Cr
Deepest Drawdown
−19.22%
−13.98%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
58.97%
Median Rolling Year
12.72%
1.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
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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