Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
2.59%
6 Months
12.77%
−3.10%
1 Year
16.87%
1.58%
3 Years
26.82%
13.01%
5 Years
20.86%
16.79%
Since Inception
22.48%
21.43%
Fund Age
7 yrs 2 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
15.35%
3.13%
Alpha – 3 Years
16.73%
5.74%
Information Ratio – 3 Years
1.48
2.06
Volatility – 1 Year
19.51%
16.73%
Volatility – 3 Years
18.47%
14.09%
Beta – 1 Year
1.09
1.04
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
0.62
-0.15
Sharpe Ratio – 3 Years
1.03
0.56
Worst Rolling Year
11.32%
13.01%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−16.69%
−15.25%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
26.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 42% · S 28%
L 100%
Number of Stocks
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50
Portfolio P/E
—
—
Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—