Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs Whitespace Fund II - Debt Plus
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
Whitespace Fund II - Debt Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
Volatility • 3 yrs deviation
1 Month
1.11%
0.92%
6 Months
12.07%
4.16%
1 Year
−10.50%
8.40%
3 Years
—
12.01%
5 Years
—
11.88%
Since Inception
10.88%
12.99%
Fund Age
2 yrs 2 mo
5 yrs 11 mo
AUM
₹167 Cr
—
Alpha – 1 Year
−15.69%
2.62%
Alpha – 3 Years
—
5.39%
Information Ratio – 3 Years
—
0.26
Volatility – 1 Year
34.34%
2.67%
Volatility – 3 Years
—
2.47%
Beta – 1 Year
1.61
0.04
Beta – 3 Years
—
0.01
Sharpe Ratio – 1 Year
-0.25
1.01
Sharpe Ratio – 3 Years
—
2.44
Worst Rolling Year
—
11.40%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−31.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.36%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 57%
—
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%
AXIS Liquid Fund - Direct (G) · 15.99%
Nippon India Liquid Fund - Direct (G) · 14.07%
HDFC Liquid Fund - Direct (G) · 10.33%
Aditya Birla SL Liquid Fund - Direct (G) · 7.69%
Top Sectors
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
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Fixed Fee
—
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Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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