ReviewDirect · GrowthPrefer peers first
Edelweiss Consumption Fund
Edelweiss Mutual FundEquity Scheme - Sectoral/ Thematic1.7 years
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on companies engaged in consumption and consumption related sectors or allied sectors.
- NAV
- 10.6608
- 27 Oct 2026
- 1Y
- -9.9%
- Trailing CAGR
- AUM
- ₹459.13 Cr
- 30 Sept 2026
- Volatility
- Medium
- 13.6% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer Kotak Business Cycle Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
1.7 years - thin for judging consistency.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.99% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -16.5%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Raj Koradia · 0.2 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 48.6% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 17%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-9.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+3.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +3.8%
- Calendar-day CAGR
- Excess 1Y
- -6.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -16.5%
- Worst peak-to-trough
- Current
- -10.1%
- Below last peak
- Current spell
- 372 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 11 recovered episodes
- Longest recovery
- 21 days
- Trough to prior peak
20 Oct 2025 – open
Trough 23 Mar 2026 · not recovered
-16.5%
3 Apr 2025 – 15 Apr 2025
Trough 7 Apr 2025 · recovered in 8 days
-3.7%
19 Sept 2025 – 17 Oct 2025
Trough 26 Sept 2025 · recovered in 21 days
-3.3%
25 Feb 2025 – 18 Mar 2025
Trough 28 Feb 2025 · recovered in 18 days
-3.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
11
Consistency
1
Risk-adjusted
21
Drawdown
59
Mean
18
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 45 holdings · top 10 are 48.6%.
- Top 5
- 31.4%
- Top 10
- 48.6%
- Largest holding
- 7.6%
- Effective holdings
- 28.4
Zomato Ltd
Technology
7.6%
Mahindra & Mahindra Ltd
Consumer Discretionary
7.6%
Bharti Airtel Ltd
Technology
5.9%
Titan Company Ltd
Consumer Discretionary
5.8%
Maruti Suzuki India Ltd
Consumer Discretionary
4.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +0.3%
- 3Y
- +15.9%
- Vol
- 12.7%
- Max DD
- -18.4%
- Sharpe
- 0.71
- 3Y win
- +98%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- -5.9%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -16.1%
- Sharpe
- 0.02
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -9.2%
- 3Y
- +10.4%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.54
- 3Y win
- +66%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- -5.1%
- 3Y
- +12.8%
- Vol
- 14.3%
- Max DD
- -21.5%
- Sharpe
- 0.45
- 3Y win
- +100%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Tata Digital India Fund
Tata Mutual Fund
- 1Y
- -11.2%
- 3Y
- +7.1%
- Vol
- 18.7%
- Max DD
- -33.3%
- Sharpe
- 0.58
- 3Y win
- +66%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown