Alternative Investment Funds (AIF)Compare Schemes
WHITESPACE FUND 3 - HYBRID PLUS vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
WHITESPACE FUND 3 - HYBRID PLUS
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.88%
0.40%
6 Months
2.95%
4.71%
1 Year
8.33%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
7.07%
7.18%
Fund Age
2 yrs
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
4.13%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
11.52%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
0.21
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
-0.82
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−8.22%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
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%
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Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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