Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Nippon - Champions 21st Century
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Nippon - Champions 21st Century
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%
1.83%
6 Months
14.64%
2.86%
1 Year
5.62%
−0.70%
3 Years
12.98%
10.21%
5 Years
10.85%
11.39%
Since Inception
12.97%
14.50%
Fund Age
5 yrs 3 mo
10 mo
AUM
₹173.62 Cr
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Alpha – 1 Year
1.78%
−3.10%
Alpha – 3 Years
−0.97%
−0.99%
Information Ratio – 3 Years
-0.01
-0.46
Volatility – 1 Year
21.39%
14.46%
Volatility – 3 Years
16.80%
14.09%
Beta – 1 Year
1.05
0.82
Beta – 3 Years
0.88
0.89
Sharpe Ratio – 1 Year
0.10
-0.42
Sharpe Ratio – 3 Years
0.49
0.33
Worst Rolling Year
8.52%
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Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−19.22%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.72%
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5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 47% · M 8% · S 40%
Number of Stocks
—
41
Portfolio P/E
—
34.07
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%
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
Top Sectors
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Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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