Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative Opportunities Series - ACORN vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative Opportunities Series - ACORN
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
3 yrs return
15%
20%
25%
30%
NIFTY Midcap 100 Index · 18.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.89%
1.88%
6 Months
29.38%
2.95%
1 Year
43.41%
8.33%
3 Years
26.47%
—
5 Years
17.82%
—
Since Inception
22.57%
7.07%
Fund Age
6 yrs 8 mo
2 yrs
AUM
—
—
Alpha – 1 Year
33.80%
4.13%
Alpha – 3 Years
7.88%
—
Information Ratio – 3 Years
0.70
—
Volatility – 1 Year
23.30%
11.52%
Volatility – 3 Years
18.62%
—
Beta – 1 Year
1.04
0.21
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
1.44
-0.82
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 50%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%