Alternative Investment Funds (AIF)Compare Schemes
WHITESPACE FUND 3 - HYBRID PLUS vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
WHITESPACE FUND 3 - HYBRID PLUS
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.2%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
1.88%
1.92%
6 Months
2.95%
6.21%
1 Year
8.33%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
7.07%
18.57%
Fund Age
2 yrs
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
4.13%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
11.52%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
0.21
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.82
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−8.22%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 50%
L 46% · M 15% · S 20%
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
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Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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