Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.00%
2.59%
6 Months
15.47%
−3.10%
1 Year
3.91%
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
50.76%
21.43%
Fund Age
3 yrs
6 yrs 9 mo
AUM
₹538 Cr
—
Alpha – 1 Year
−3.73%
3.13%
Alpha – 3 Years
—
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
25.22%
16.73%
Volatility – 3 Years
26.92%
14.09%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.05
-0.15
Sharpe Ratio – 3 Years
1.48
0.56
Worst Rolling Year
50.56%
13.01%
Value at Worst Rolling Year
₹1.51 Cr
₹1.13 Cr
Deepest Drawdown
−22.57%
−15.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 100%
Number of Stocks
74
50
Portfolio P/E
—
—
Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
HDFC Bank Ltd · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
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