Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 6.3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.47%
1.88%
6 Months
8.18%
2.95%
1 Year
3.90%
8.33%
3 Years
—
—
5 Years
—
—
Since Inception
28.15%
7.07%
Fund Age
3 yrs
2 yrs
AUM
₹169 Cr
—
Alpha – 1 Year
−2.45%
4.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
29.52%
11.52%
Volatility – 3 Years
41.58%
—
Beta – 1 Year
—
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.09
-0.82
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
29.06%
—
Value at Worst Rolling Year
₹1.29 Cr
—
Deepest Drawdown
−16.43%
−8.22%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.06%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 34%
L 50%
Number of Stocks
27
—
Portfolio P/E
17.10
—
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%