Alternative Investment Funds (AIF)Compare Schemes
Sundaram Alternative - Opportunities Series - Atlas vs Whitespace Fund II - Debt Plus
Add SchemeGrowth of ₹1 Crore
Sundaram Alternative - Opportunities Series - Atlas
Whitespace Fund II - Debt Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.92%
6 Months
25.53%
4.16%
1 Year
27.30%
8.40%
3 Years
23.29%
12.01%
5 Years
—
11.88%
Since Inception
20.51%
12.99%
Fund Age
4 yrs 5 mo
5 yrs 11 mo
AUM
—
—
Alpha – 1 Year
24.92%
2.62%
Alpha – 3 Years
12.08%
5.39%
Information Ratio – 3 Years
1.04
0.26
Volatility – 1 Year
28.26%
2.67%
Volatility – 3 Years
20.05%
2.47%
Beta – 1 Year
1.42
0.04
Beta – 3 Years
1.07
0.01
Sharpe Ratio – 1 Year
0.79
1.01
Sharpe Ratio – 3 Years
0.87
2.44
Worst Rolling Year
—
11.40%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.36%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 3% / 2%
—