Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.52%
1.88%
6 Months
8.26%
2.95%
1 Year
4.50%
8.33%
3 Years
10.05%
—
5 Years
—
—
Since Inception
10.10%
7.07%
Fund Age
4 yrs 5 mo
2 yrs
AUM
₹60.73 Cr
—
Alpha – 1 Year
4.93%
4.13%
Alpha – 3 Years
1.48%
—
Information Ratio – 3 Years
0.19
—
Volatility – 1 Year
15.08%
11.52%
Volatility – 3 Years
14.98%
—
Beta – 1 Year
0.81
0.21
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.02
-0.82
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
7.06%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−22.08%
−8.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 22% · S 40%
L 50%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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%