Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs NEXUS EQUITY GROWTH FUND SCH 1
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
NEXUS EQUITY GROWTH FUND SCH 1
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%
1.48%
6 Months
14.64%
19.10%
1 Year
5.62%
17.77%
3 Years
12.98%
—
5 Years
10.85%
—
Since Inception
12.97%
28.53%
Fund Age
5 yrs 3 mo
19 mo
AUM
₹173.62 Cr
₹332.12 Cr
Alpha – 1 Year
1.78%
13.25%
Alpha – 3 Years
−0.97%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
21.39%
23.73%
Volatility – 3 Years
16.80%
—
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.10
0.57
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
8.52%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−19.22%
−13.24%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.72%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
S 61%
Number of Stocks
—
50
Portfolio P/E
—
28.50
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%
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
Top Sectors
—
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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