Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
2.59%
6 Months
11.46%
−3.10%
1 Year
2.58%
1.58%
3 Years
12.19%
13.01%
5 Years
—
16.79%
Since Inception
14.67%
21.43%
Fund Age
4 yrs 4 mo
6 yrs 9 mo
AUM
₹465 Cr
—
Alpha – 1 Year
−0.40%
3.13%
Alpha – 3 Years
0.30%
5.74%
Information Ratio – 3 Years
0.09
2.06
Volatility – 1 Year
23.22%
16.73%
Volatility – 3 Years
18.88%
14.09%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
0.97
1.02
Sharpe Ratio – 1 Year
-0.02
-0.15
Sharpe Ratio – 3 Years
0.51
0.56
Worst Rolling Year
11.07%
13.01%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−25.01%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 24% · S 30%
L 100%
Number of Stocks
27
50
Portfolio P/E
37.00
—
Top 5 Holdings
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
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
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—