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Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I vs Whitespace Fund I - Equity Plus

Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I

Whitespace Fund I - Equity Plus

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Growth of ₹1 Crore

Sundaram Performing Credit Opportunities Fund (PCOF) – Sr. I

Whitespace Fund I - Equity Plus

Return for the risk

3 yrs return

10%

15%

20%

Whitespace Fund I - Equity Plus

13% • vol 14.1%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

2.59%

6 Months

—

−3.10%

1 Year

—

1.58%

3 Years

—

13.01%

5 Years

—

16.79%

Since Inception

—

21.43%

Fund Age

—

6 yrs 9 mo

AUM

—

Alpha – 1 Year

—

3.13%

Alpha – 3 Years

—

5.74%

Information Ratio – 3 Years

—

2.06

Volatility – 1 Year

—

16.73%

Volatility – 3 Years

—

14.09%

Beta – 1 Year

—

1.04

Beta – 3 Years

—

1.02

Sharpe Ratio – 1 Year

—

-0.15

Sharpe Ratio – 3 Years

—

0.56

Worst Rolling Year

—

13.01%

Value at Worst Rolling Year

—

₹1.13 Cr

Deepest Drawdown

—

−15.25%

Recovery Period

—

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

—

L 100%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

—

Fixed Fee

—

2.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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