Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Consumer Trends Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Edelweiss - Consumer Trends Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY India Consumption Index · 13.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
0.40%
6 Months
14.64%
4.71%
1 Year
5.62%
9.48%
3 Years
12.98%
5.09%
5 Years
10.85%
7.27%
Since Inception
12.97%
7.18%
Fund Age
5 yrs 3 mo
5 yrs 9 mo
AUM
₹173.62 Cr
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Alpha – 1 Year
1.78%
7.96%
Alpha – 3 Years
−0.97%
−5.01%
Information Ratio – 3 Years
-0.01
-0.38
Volatility – 1 Year
21.39%
1.59%
Volatility – 3 Years
16.80%
6.50%
Beta – 1 Year
1.05
0.04
Beta – 3 Years
0.88
-0.12
Sharpe Ratio – 1 Year
0.10
2.33
Sharpe Ratio – 3 Years
0.49
-0.03
Worst Rolling Year
8.52%
5.09%
Value at Worst Rolling Year
₹1.09 Cr
₹1.05 Cr
Deepest Drawdown
−19.22%
−8.84%
Recovery Period
122 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.72%
8.68%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
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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%
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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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