Compare Schemes

I Wealth - I Wealth Fund 1 vs Whitespace Fund II - Debt Plus

I Wealth - I Wealth Fund 1

Whitespace Fund II - Debt Plus

Add Scheme

Growth of ₹1 Crore

I Wealth - I Wealth Fund 1

Whitespace Fund II - Debt Plus

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

35%

NIFTY 50 Index · 19.1%

I Wealth - I Wealth Fund 1

27.1% • vol 15.3%

Whitespace Fund II - Debt Plus

12% • vol 2.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.40%

0.92%

6 Months

10.60%

4.16%

1 Year

55.60%

8.40%

3 Years

27.08%

12.01%

5 Years

—

11.88%

Since Inception

24.03%

12.99%

Fund Age

3 yrs 6 mo

5 yrs 11 mo

AUM

—

Alpha – 1 Year

19.50%

2.62%

Alpha – 3 Years

7.95%

5.39%

Information Ratio – 3 Years

—

0.26

Volatility – 1 Year

18.93%

2.67%

Volatility – 3 Years

15.34%

2.47%

Beta – 1 Year

1.03

0.04

Beta – 3 Years

0.30

0.01

Sharpe Ratio – 1 Year

2.27

1.01

Sharpe Ratio – 3 Years

1.40

2.44

Worst Rolling Year

21.02%

11.40%

Value at Worst Rolling Year

₹1.21 Cr

₹1.11 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

100.00%

Median Rolling Year

25.36%

13.36%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

0.00

—

Top 5 Holdings

—

AXIS Liquid Fund - Direct (G) · 15.99%

Nippon India Liquid Fund - Direct (G) · 14.07%

HDFC Liquid Fund - Direct (G) · 10.33%

Aditya Birla SL Liquid Fund - Direct (G) · 7.69%

Top Sectors

—

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.