Alternative Investment Funds (AIF)Compare Schemes
SageOne - Flagship Growth OE Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
SageOne - Flagship Growth OE Fund
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.30%
2.59%
6 Months
10.30%
−3.10%
1 Year
15.90%
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
7.00%
21.43%
Fund Age
1 yr 10 mo
6 yrs 9 mo
AUM
₹1,732 Cr
—
Alpha – 1 Year
12.90%
3.13%
Alpha – 3 Years
—
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
22.29%
16.73%
Volatility – 3 Years
—
14.09%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.56
-0.15
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
13.01%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−11.45%
−15.25%
Recovery Period
Not yet recovered
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 2% · M 6% · S 76%
L 100%
Number of Stocks
51
50
Portfolio P/E
47.40
—
Top 5 Holdings
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
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
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—