Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Niveshaay Hedgehogs Fund
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Niveshaay Hedgehogs 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%
0.39%
6 Months
14.64%
24.73%
1 Year
5.62%
13.44%
3 Years
12.98%
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5 Years
10.85%
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Since Inception
12.97%
26.48%
Fund Age
5 yrs 3 mo
1 yr 9 mo
AUM
₹173.62 Cr
₹737.4 Cr
Alpha – 1 Year
1.78%
—
Alpha – 3 Years
−0.97%
—
Information Ratio – 3 Years
-0.01
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Volatility – 1 Year
21.39%
23.41%
Volatility – 3 Years
16.80%
—
Beta – 1 Year
1.05
—
Beta – 3 Years
0.88
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Sharpe Ratio – 1 Year
0.10
0.41
Sharpe Ratio – 3 Years
0.49
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Worst Rolling Year
8.52%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−19.22%
−17.50%
Recovery Period
122 days
Not yet recovered
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
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S 100%
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%
HBL Engineering Ltd · 5.08%
Sambhv Steel Tubes Ltd · 4.82%
Shaily Engineering Plastics Ltd · 3.59%
Vimta Labs Ltd · 3.37%
Centum Electronics Ltd · 3.33%
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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