Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 5.2%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.11%
1.88%
6 Months
12.07%
2.95%
1 Year
−10.50%
8.33%
3 Years
—
—
5 Years
—
—
Since Inception
10.88%
7.07%
Fund Age
2 yrs 2 mo
2 yrs
AUM
₹167 Cr
—
Alpha – 1 Year
−15.69%
4.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.34%
11.52%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.25
-0.82
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−31.60%
−8.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 1% · S 57%
L 50%
Number of Stocks
80
—
Portfolio P/E
22.59
—
Top 5 Holdings
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
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
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%