Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
SOHUM INDIA OPPORTUNITIES FUND
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%
1.41%
6 Months
14.64%
3.27%
1 Year
5.62%
7.91%
3 Years
12.98%
15.60%
5 Years
10.85%
—
Since Inception
12.97%
18.19%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹173.62 Cr
—
Alpha – 1 Year
1.78%
8.34%
Alpha – 3 Years
−0.97%
7.04%
Information Ratio – 3 Years
-0.01
1.15
Volatility – 1 Year
21.39%
17.57%
Volatility – 3 Years
16.80%
14.47%
Beta – 1 Year
1.05
1.08
Beta – 3 Years
0.88
0.98
Sharpe Ratio – 1 Year
0.10
0.21
Sharpe Ratio – 3 Years
0.49
0.70
Worst Rolling Year
8.52%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−19.22%
−18.89%
Recovery Period
122 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.72%
19.64%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
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%
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
—
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—