Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Sundaram Alternative - Opportunities Series - Atlas
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%
−1.41%
6 Months
14.64%
25.53%
1 Year
5.62%
27.30%
3 Years
12.98%
23.29%
5 Years
10.85%
—
Since Inception
12.97%
20.51%
Fund Age
5 yrs 3 mo
4 yrs 5 mo
AUM
₹173.62 Cr
—
Alpha – 1 Year
1.78%
24.92%
Alpha – 3 Years
−0.97%
12.08%
Information Ratio – 3 Years
-0.01
1.04
Volatility – 1 Year
21.39%
28.26%
Volatility – 3 Years
16.80%
20.05%
Beta – 1 Year
1.05
1.42
Beta – 3 Years
0.88
1.07
Sharpe Ratio – 1 Year
0.10
0.79
Sharpe Ratio – 3 Years
0.49
0.87
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
—
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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%
—
Top Sectors
—
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%