Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
2.59%
6 Months
6.80%
−3.10%
1 Year
2.38%
1.58%
3 Years
13.18%
13.01%
5 Years
—
16.79%
Since Inception
14.39%
21.43%
Fund Age
4 yrs 7 mo
6 yrs 9 mo
AUM
₹196.51 Cr
—
Alpha – 1 Year
−1.17%
3.13%
Alpha – 3 Years
−0.04%
5.74%
Information Ratio – 3 Years
-0.04
2.06
Volatility – 1 Year
16.17%
16.73%
Volatility – 3 Years
16.05%
14.09%
Beta – 1 Year
0.85
1.04
Beta – 3 Years
0.91
1.02
Sharpe Ratio – 1 Year
-0.11
-0.15
Sharpe Ratio – 3 Years
0.52
0.56
Worst Rolling Year
12.74%
13.01%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.54%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
L 100%
Number of Stocks
31
50
Portfolio P/E
40.67
—
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
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
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—