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Alternative Investment Funds (AIF)
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MoneyGrow Alpha Fund 1 vs WHITESPACE FUND 3 - HYBRID PLUS
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MoneyGrow Alpha Fund 1
WHITESPACE FUND 3 - HYBRID PLUS
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Growth of
₹1 Crore
MoneyGrow Alpha Fund 1
WHITESPACE FUND 3 - HYBRID PLUS
Since Inception
1Y
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · -0.4%
MoneyGrow Alpha Fund 1
2.7% • vol 34.3%
WHITESPACE FUND 3 - HYBRID PLUS
8.3% • vol 11.5%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
Overview
1 Month
−1.63%
1.88%
6 Months
15.76%
2.95%
1 Year
2.72%
8.33%
3 Years
—
—
5 Years
—
—
Since Inception
14.74%
7.07%
Fund Age
16 mo
2 yrs
AUM
₹42.58 Cr
—
Outerperformance
Alpha – 1 Year
3.15%
4.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
34.31%
11.52%
Volatility – 3 Years
—
—
Beta – 1 Year
1.75
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
-0.82
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.30%
−8.22%
Recovery Period
Not yet recovered
Not yet recovered
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
L 19% · M 14% · S 67%
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
—
—
Fees
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%
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