Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Motilal Oswal Hedged Equity Multifactor Strategy
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%
−0.26%
6 Months
14.64%
0.82%
1 Year
5.62%
0.28%
3 Years
12.98%
12.21%
5 Years
10.85%
—
Since Inception
12.97%
10.16%
Fund Age
5 yrs 3 mo
4 yrs 5 mo
AUM
₹173.62 Cr
—
Alpha – 1 Year
1.78%
−2.70%
Alpha – 3 Years
−0.97%
0.33%
Information Ratio – 3 Years
-0.01
-0.01
Volatility – 1 Year
21.39%
7.33%
Volatility – 3 Years
16.80%
16.70%
Beta – 1 Year
1.05
0.35
Beta – 3 Years
0.88
0.81
Sharpe Ratio – 1 Year
0.10
-0.67
Sharpe Ratio – 3 Years
0.49
0.45
Worst Rolling Year
8.52%
12.21%
Value at Worst Rolling Year
₹1.09 Cr
₹1.12 Cr
Deepest Drawdown
−19.22%
−26.78%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.72%
16.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 37% · M 27% · S 24%
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%
Ajanta Pharma Ltd · 4.20%
Cummins India Ltd · 4.10%
Eicher Motors Ltd · 3.90%
Marico Ltd · 3.90%
Torrent Pharmaceuticals Ltd · 3.90%
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—