Alternative Investment Funds (AIF)Compare Schemes
Nippon - Champions 21st Century vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Nippon - Champions 21st Century
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
1.83%
2.59%
6 Months
2.86%
−3.10%
1 Year
−0.70%
1.58%
3 Years
10.21%
13.01%
5 Years
11.39%
16.79%
Since Inception
14.50%
21.43%
Fund Age
10 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
−3.10%
3.13%
Alpha – 3 Years
−0.99%
5.74%
Information Ratio – 3 Years
-0.46
2.06
Volatility – 1 Year
14.46%
16.73%
Volatility – 3 Years
14.09%
14.09%
Beta – 1 Year
0.82
1.04
Beta – 3 Years
0.89
1.02
Sharpe Ratio – 1 Year
-0.42
-0.15
Sharpe Ratio – 3 Years
0.33
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 47% · M 8% · S 40%
L 100%
Number of Stocks
41
50
Portfolio P/E
34.07
—
Top 5 Holdings
Cash & Cash Equivalent · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
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 · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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