Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Incred-Emerging Business Fund
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%
7.88%
6 Months
14.64%
11.46%
1 Year
5.62%
2.58%
3 Years
12.98%
12.19%
5 Years
10.85%
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Since Inception
12.97%
14.67%
Fund Age
5 yrs 3 mo
4 yrs 4 mo
AUM
₹173.62 Cr
₹465 Cr
Alpha – 1 Year
1.78%
−0.40%
Alpha – 3 Years
−0.97%
0.30%
Information Ratio – 3 Years
-0.01
0.09
Volatility – 1 Year
21.39%
23.22%
Volatility – 3 Years
16.80%
18.88%
Beta – 1 Year
1.05
1.13
Beta – 3 Years
0.88
0.97
Sharpe Ratio – 1 Year
0.10
-0.02
Sharpe Ratio – 3 Years
0.49
0.51
Worst Rolling Year
8.52%
11.07%
Value at Worst Rolling Year
₹1.09 Cr
₹1.11 Cr
Deepest Drawdown
−19.22%
−25.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.72%
17.39%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 46% · M 24% · S 30%
Number of Stocks
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27
Portfolio P/E
—
37.00
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%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
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Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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