Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY India Consumption Index · 13.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
−0.89%
6 Months
14.64%
29.38%
1 Year
5.62%
43.41%
3 Years
12.98%
26.47%
5 Years
10.85%
17.82%
Since Inception
12.97%
22.57%
Fund Age
5 yrs 3 mo
6 yrs 8 mo
AUM
₹173.62 Cr
—
Alpha – 1 Year
1.78%
33.80%
Alpha – 3 Years
−0.97%
7.88%
Information Ratio – 3 Years
-0.01
0.70
Volatility – 1 Year
21.39%
23.30%
Volatility – 3 Years
16.80%
18.62%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.88
0.84
Sharpe Ratio – 1 Year
0.10
1.44
Sharpe Ratio – 3 Years
0.49
1.07
Worst Rolling Year
8.52%
—
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%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—