Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
3 yrs return
10%
15%
20%
25%
NIFTY India Manufacturing Index · 19.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.87%
1.88%
6 Months
12.49%
2.95%
1 Year
20.74%
8.33%
3 Years
13.62%
—
5 Years
—
—
Since Inception
13.23%
7.07%
Fund Age
3 yrs 8 mo
2 yrs
AUM
—
—
Alpha – 1 Year
11.62%
4.13%
Alpha – 3 Years
−6.31%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.52%
11.52%
Volatility – 3 Years
16.91%
—
Beta – 1 Year
—
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.73
-0.82
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
9.15%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−18.44%
−8.22%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.85%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 32% · M 16% · S 53%
L 50%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Laurus Labs Ltd · 13.10%
Eicher Motors Ltd · 10.50%
Divis Laboratories Ltd · 10.00%
Maruti Suzuki India Ltd · 7.60%
CCL Products (India) Ltd · 7.30%
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%