Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY India Consumption Index · 13.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
4.52%
6 Months
14.64%
8.26%
1 Year
5.62%
4.50%
3 Years
12.98%
10.05%
5 Years
10.85%
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Since Inception
12.97%
10.10%
Fund Age
5 yrs 3 mo
4 yrs 5 mo
AUM
₹173.62 Cr
₹60.73 Cr
Alpha – 1 Year
1.78%
4.93%
Alpha – 3 Years
−0.97%
1.48%
Information Ratio – 3 Years
-0.01
0.19
Volatility – 1 Year
21.39%
15.08%
Volatility – 3 Years
16.80%
14.98%
Beta – 1 Year
1.05
0.81
Beta – 3 Years
0.88
0.93
Sharpe Ratio – 1 Year
0.10
-0.02
Sharpe Ratio – 3 Years
0.49
0.35
Worst Rolling Year
8.52%
7.06%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−19.22%
−22.08%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.72%
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 31% · M 22% · S 40%
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%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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