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ValueQuest India Inflexion Fund vs WHITESPACE FUND 3 - HYBRID PLUS

ValueQuest India Inflexion Fund

WHITESPACE FUND 3 - HYBRID PLUS

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Growth of ₹1 Crore

ValueQuest India Inflexion Fund

WHITESPACE FUND 3 - HYBRID PLUS

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Nifty 500 · 3%

ValueQuest India Inflexion Fund

43.3% • vol 24.5%

WHITESPACE FUND 3 - HYBRID PLUS

8.3% • vol 11.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.92%

1.88%

6 Months

47.82%

2.95%

1 Year

43.33%

8.33%

3 Years

—

5 Years

—

Since Inception

48.04%

7.07%

Fund Age

14 mo

2 yrs

AUM

—

Alpha – 1 Year

40.35%

4.13%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

24.49%

11.52%

Volatility – 3 Years

—

Beta – 1 Year

1.00

0.21

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.38

-0.82

Sharpe Ratio – 3 Years

—

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 7% · M 5% · S 87%

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%

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