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I Wealth - I Wealth Fund 1 vs WHITESPACE FUND 3 - HYBRID PLUS

I Wealth - I Wealth Fund 1

WHITESPACE FUND 3 - HYBRID PLUS

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 1

WHITESPACE FUND 3 - HYBRID PLUS

Return for the risk

3 yrs return

15%

20%

25%

30%

35%

NIFTY 50 Index · 19.1%

I Wealth - I Wealth Fund 1

27.1% • vol 15.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.40%

1.88%

6 Months

10.60%

2.95%

1 Year

55.60%

8.33%

3 Years

27.08%

—

5 Years

—

Since Inception

24.03%

7.07%

Fund Age

3 yrs 6 mo

2 yrs

AUM

—

Alpha – 1 Year

19.50%

4.13%

Alpha – 3 Years

7.95%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.93%

11.52%

Volatility – 3 Years

15.34%

—

Beta – 1 Year

1.03

0.21

Beta – 3 Years

0.30

—

Sharpe Ratio – 1 Year

2.27

-0.82

Sharpe Ratio – 3 Years

1.40

—

Worst Rolling Year

21.02%

—

Value at Worst Rolling Year

₹1.21 Cr

—

Deepest Drawdown

—

−8.22%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

25.36%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 50%

Number of Stocks

—

Portfolio P/E

0.00

—

Top 5 Holdings

—

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

1.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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