Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution 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
1.11%
2.59%
6 Months
12.07%
−3.10%
1 Year
−10.50%
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
10.88%
21.43%
Fund Age
2 yrs 2 mo
6 yrs 9 mo
AUM
₹167 Cr
—
Alpha – 1 Year
−15.69%
3.13%
Alpha – 3 Years
—
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
34.34%
16.73%
Volatility – 3 Years
—
14.09%
Beta – 1 Year
1.61
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-0.25
-0.15
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
13.01%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−31.60%
−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
M 1% · S 57%
L 100%
Number of Stocks
80
50
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 · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
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%
—