Alternative Investment Funds (AIF)Compare Schemes
NIEO 7 (Reimagine India Opportunity) vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
NIEO 7 (Reimagine India Opportunity)
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 500 Index · 11.2%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.63%
2.59%
6 Months
6.27%
−3.10%
1 Year
4.89%
1.58%
3 Years
16.29%
13.01%
5 Years
—
16.79%
Since Inception
15.79%
21.43%
Fund Age
4 yrs 5 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
2.49%
3.13%
Alpha – 3 Years
5.09%
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
15.76%
16.73%
Volatility – 3 Years
—
14.09%
Beta – 1 Year
0.88
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-0.02
-0.15
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
13.01%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−15.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 50% · M 13% · S 36%
L 100%
Number of Stocks
46
50
Portfolio P/E
34.26
—
Top 5 Holdings
ICICI Bank Ltd · 5.22%
Bosch Ltd · 4.09%
Krishna Institute of Medical Sciences Ltd · 3.79%
Emmvee Photovoltaic Power Ltd · 3.51%
Grasim Industries Ltd · 3.50%
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 · 33.27%
Capital Goods · 15.56%
Healthcare · 10.17%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—