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ITI - Long Short Equity Fund vs WHITESPACE FUND 3 - HYBRID PLUS

ITI - Long Short Equity Fund

WHITESPACE FUND 3 - HYBRID PLUS

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Growth of ₹1 Crore

ITI - Long Short Equity Fund

WHITESPACE FUND 3 - HYBRID PLUS

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Index · 7.7%

ITI - Long Short Equity Fund

10.6% • vol 8.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

−0.31%

1.88%

6 Months

−3.98%

2.95%

1 Year

−3.55%

8.33%

3 Years

10.56%

—

5 Years

8.20%

—

Since Inception

11.86%

7.07%

Fund Age

8 yrs 4 mo

2 yrs

AUM

—

Alpha – 1 Year

−2.13%

4.13%

Alpha – 3 Years

2.82%

—

Information Ratio – 3 Years

0.29

—

Volatility – 1 Year

6.95%

11.52%

Volatility – 3 Years

8.51%

—

Beta – 1 Year

0.29

0.21

Beta – 3 Years

0.49

—

Sharpe Ratio – 1 Year

-1.24

-0.82

Sharpe Ratio – 3 Years

0.61

—

Worst Rolling Year

9.80%

—

Value at Worst Rolling Year

₹1.10 Cr

—

Deepest Drawdown

−9.10%

−8.22%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

14.02%

—

5-Year Rolling Windows Positive

100.00%

—

Market-Cap Mix

—

L 50%

Number of Stocks

—

Portfolio P/E

—

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

—

2.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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