Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
1.88%
6 Months
25.48%
2.95%
1 Year
12.76%
8.33%
3 Years
21.04%
—
5 Years
—
—
Since Inception
23.65%
7.07%
Fund Age
4 yrs 3 mo
2 yrs
AUM
—
—
Alpha – 1 Year
10.81%
4.13%
Alpha – 3 Years
10.39%
—
Information Ratio – 3 Years
0.59
—
Volatility – 1 Year
24.72%
11.52%
Volatility – 3 Years
22.61%
—
Beta – 1 Year
1.24
0.21
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.38
-0.82
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
19.92%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−24.89%
−8.22%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.66%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 7% · M 28% · S 64%
L 50%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%