Alternative Investment Funds (AIF)Compare Schemes
Umbrella Blend Fund 2 vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Umbrella Blend Fund 2
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.39%
1.88%
6 Months
7.53%
2.95%
1 Year
4.35%
8.33%
3 Years
8.80%
—
5 Years
10.81%
—
Since Inception
12.10%
7.07%
Fund Age
5 yrs 1 mo
2 yrs
AUM
—
—
Alpha – 1 Year
1.37%
4.13%
Alpha – 3 Years
−3.09%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
16.32%
11.52%
Volatility – 3 Years
14.28%
—
Beta – 1 Year
0.89
0.21
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.00
-0.82
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
7.61%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−15.88%
−8.22%
Recovery Period
103 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.31%
—
5-Year Rolling Windows Positive
100.00%
—
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%