ZFunds
For Experts
About Us
Contact Us
Start a Conversation
Alternative Investment Funds (AIF)
Compare Schemes
India Growth Fund I vs Whitespace Fund II - Debt Plus
Benchmark
Download PDF
India Growth Fund I
Whitespace Fund II - Debt Plus
Add Scheme
Growth of
₹1 Crore
India Growth Fund I
Whitespace Fund II - Debt Plus
Since Inception
5Y
3Y
1Y
Return for the risk
3Y
1Y
3 yrs return
5%
10%
15%
20%
Whitespace Fund II - Debt Plus
12% • vol 2.5%
0%
10%
Volatility • 3 yrs deviation
Overview
1 Month
—
0.92%
6 Months
—
4.16%
1 Year
—
8.40%
3 Years
—
12.01%
5 Years
—
11.88%
Since Inception
—
12.99%
Fund Age
—
5 yrs 11 mo
AUM
—
—
Outerperformance
Alpha – 1 Year
—
2.62%
Alpha – 3 Years
—
5.39%
Information Ratio – 3 Years
—
0.26
Risk Ratios
Volatility – 1 Year
—
2.67%
Volatility – 3 Years
—
2.47%
Beta – 1 Year
—
0.04
Beta – 3 Years
—
0.01
Sharpe Ratio – 1 Year
—
1.01
Sharpe Ratio – 3 Years
—
2.44
Worst Rolling Year
—
11.40%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
Consistency
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.36%
5-Year Rolling Windows Positive
—
100.00%
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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
—
—
Fees
Fixed Fee
—
—
Performance Fee / 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.
Start a conversation
Share a few details and an expert will reach out.
Zoom Call
Get a Call
Proceed
We will only use these details to contact you about this enquiry. No spam.