Best-in-row metrics are highlighted in gold for quick scanning.
| Metric | Edelweiss AMC Edelweiss Alpha Equity SIF | Kotak Mahindra AMC Kotak Hedged Equity SIF | SBI Mutual Fund SBI Tactical Allocation SIF |
|---|---|---|---|
| Category | Equity Long Only | Equity Hedged | Tactical Allocation |
| Strategy | Concentrated Long-Only Alpha | Long-Short Equity | Dynamic Multi-Asset |
| AUM (₹Cr) | 1,240 | 2,180 | 3,420 |
| 1Y Return | +24.6% | +16.4% | +19.8% |
| 3Y CAGR | +18.2% | +14.1% | +15.6% |
| Volatility | 14.8% | 8.2% | 9.4% |
| Max Drawdown | -18.4% | -7.8% | -10.2% |
| Sharpe | 1.42 | 1.68 | 1.54 |
| Expense | 1.25% | 1.45% | 1.1% |
| Risk | High | Moderate | Moderate |