Alternative Investment Funds (AIF)Compare Schemes
Vedartha India Opportunities Fund - Series 1 vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
Vedartha India Opportunities Fund - Series 1
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.27%
2.59%
6 Months
—
−3.10%
1 Year
—
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
9.33%
21.43%
Fund Age
5 mo
6 yrs 9 mo
AUM
₹135 Cr
—
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 17% · M 12% · S 40%
L 100%
Number of Stocks
23
50
Portfolio P/E
21.90
—
Top 5 Holdings
Gujarat Pipavav Port Limited · 6.97%
HDFC Bank Limited · 6.81%
SBI Life Insurance Company Limited · 5.32%
PI Industries Limited · 4.51%
Mrs Bectors Food Specialities Limited · 4.00%
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
Cash & Cash Equivalents · 30.67%
Financial Services · 17.60%
Services · 12.94%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—