Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Quest Investment Managers – Smart Alpha Sector Rotation
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%
1.75%
6 Months
14.64%
6.35%
1 Year
5.62%
−4.77%
3 Years
12.98%
10.09%
5 Years
10.85%
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Since Inception
12.97%
11.81%
Fund Age
5 yrs 3 mo
4 yrs 3 mo
AUM
₹173.62 Cr
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Alpha – 1 Year
1.78%
−9.17%
Alpha – 3 Years
−0.97%
−1.38%
Information Ratio – 3 Years
-0.01
-0.09
Volatility – 1 Year
21.39%
20.07%
Volatility – 3 Years
16.80%
18.70%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
0.10
-0.41
Sharpe Ratio – 3 Years
0.49
0.34
Worst Rolling Year
8.52%
8.04%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−19.22%
−28.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.72%
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 37% · M 25% · S 28%
Number of Stocks
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23
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%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
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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