Alternative Investment Funds (AIF)Compare Schemes
Umbrella Blend Fund 2 vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Umbrella Blend Fund 2
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.39%
2.59%
6 Months
7.53%
−3.10%
1 Year
4.35%
1.58%
3 Years
8.80%
13.01%
5 Years
10.81%
16.79%
Since Inception
12.10%
21.43%
Fund Age
5 yrs 1 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
1.37%
3.13%
Alpha – 3 Years
−3.09%
5.74%
Information Ratio – 3 Years
-0.44
2.06
Volatility – 1 Year
16.32%
16.73%
Volatility – 3 Years
14.28%
14.09%
Beta – 1 Year
0.89
1.04
Beta – 3 Years
0.88
1.02
Sharpe Ratio – 1 Year
0.00
-0.15
Sharpe Ratio – 3 Years
0.29
0.56
Worst Rolling Year
7.61%
13.01%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−15.88%
−15.25%
Recovery Period
103 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.31%
26.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 100%
Number of Stocks
—
50
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
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—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—