Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.59%
6 Months
10.60%
−3.10%
1 Year
55.60%
1.58%
3 Years
27.08%
13.01%
5 Years
—
16.79%
Since Inception
24.03%
21.43%
Fund Age
3 yrs 6 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
19.50%
3.13%
Alpha – 3 Years
7.95%
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
18.93%
16.73%
Volatility – 3 Years
15.34%
14.09%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.30
1.02
Sharpe Ratio – 1 Year
2.27
-0.15
Sharpe Ratio – 3 Years
1.40
0.56
Worst Rolling Year
21.02%
13.01%
Value at Worst Rolling Year
₹1.21 Cr
₹1.13 Cr
Deepest Drawdown
—
−15.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.36%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 100%
Number of Stocks
—
50
Portfolio P/E
0.00
—
Top 5 Holdings
—
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
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—