Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
2.59%
6 Months
25.48%
−3.10%
1 Year
12.76%
1.58%
3 Years
21.04%
13.01%
5 Years
—
16.79%
Since Inception
23.65%
21.43%
Fund Age
4 yrs 3 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
10.81%
3.13%
Alpha – 3 Years
10.39%
5.74%
Information Ratio – 3 Years
0.59
2.06
Volatility – 1 Year
24.72%
16.73%
Volatility – 3 Years
22.61%
14.09%
Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.14
1.02
Sharpe Ratio – 1 Year
0.38
-0.15
Sharpe Ratio – 3 Years
0.65
0.56
Worst Rolling Year
19.92%
13.01%
Value at Worst Rolling Year
₹1.20 Cr
₹1.13 Cr
Deepest Drawdown
−24.89%
−15.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 7% · M 28% · S 64%
L 100%
Number of Stocks
—
50
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 · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—