Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities 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
0.47%
2.59%
6 Months
8.18%
−3.10%
1 Year
3.90%
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
28.15%
21.43%
Fund Age
3 yrs
6 yrs 9 mo
AUM
₹169 Cr
—
Alpha – 1 Year
−2.45%
3.13%
Alpha – 3 Years
—
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
29.52%
16.73%
Volatility – 3 Years
41.58%
14.09%
Beta – 1 Year
—
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.09
-0.15
Sharpe Ratio – 3 Years
0.66
0.56
Worst Rolling Year
29.06%
13.01%
Value at Worst Rolling Year
₹1.29 Cr
₹1.13 Cr
Deepest Drawdown
−16.43%
−15.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 34%
L 100%
Number of Stocks
27
50
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 · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
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)
—
—