Alternative Investment Funds (AIF)Compare Schemes
Whitespace Fund I - Equity Plus vs Winvest AIF
Add SchemeGrowth of ₹1 Crore
Whitespace Fund I - Equity Plus
Winvest AIF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.59%
4.05%
6 Months
−3.10%
4.02%
1 Year
1.58%
—
3 Years
13.01%
—
5 Years
16.79%
—
Since Inception
21.43%
5.03%
Fund Age
6 yrs 9 mo
7 mo
AUM
—
₹122.31 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 100%
L 40% · M 11% · S 29%
Number of Stocks
50
30
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%
Sona BLW Precision Forgings Ltd · 4.12%
Ather Energy Ltd · 3.96%
Adani Energy Solutions Ltd · 3.90%
Granules India Ltd · 3.85%
Himadri Speciality Chemical Ltd · 3.72%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—