Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
2.59%
6 Months
7.02%
−3.10%
1 Year
12.60%
1.58%
3 Years
17.44%
13.01%
5 Years
—
16.79%
Since Inception
20.23%
21.43%
Fund Age
3 yrs 7 mo
6 yrs 9 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
3.13%
Alpha – 3 Years
5.55%
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
17.96%
16.73%
Volatility – 3 Years
14.91%
14.09%
Beta – 1 Year
1.01
1.04
Beta – 3 Years
0.90
1.02
Sharpe Ratio – 1 Year
0.45
-0.15
Sharpe Ratio – 3 Years
0.78
0.56
Worst Rolling Year
18.59%
13.01%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−15.14%
−15.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 20% · S 20%
L 100%
Number of Stocks
37
50
Portfolio P/E
24.82
—
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—