Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal 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
1.90%
2.59%
6 Months
8.78%
−3.10%
1 Year
8.27%
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
10.68%
21.43%
Fund Age
2 yrs 3 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
6.32%
3.13%
Alpha – 3 Years
—
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
18.85%
16.73%
Volatility – 3 Years
—
14.09%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.21
-0.15
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
13.01%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.53%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 39% · S 32%
L 100%
Number of Stocks
—
50
Portfolio P/E
—
—
Top 5 Holdings
Aditya Birla Capital Ltd · 8.80%
Laurus Labs Ltd · 7.40%
Biocon Ltd · 6.80%
ICICI Bank Ltd · 5.90%
Star Health & Allied Insurance Company Ltd · 3.80%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—