Alternative Investment Funds (AIF)Compare Schemes
Whitespace Fund I - Equity Plus vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Whitespace Fund I - Equity Plus
Yes Alpha Plus Fund
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%
0.40%
6 Months
−3.10%
4.71%
1 Year
1.58%
9.48%
3 Years
13.01%
5.09%
5 Years
16.79%
7.27%
Since Inception
21.43%
7.18%
Fund Age
6 yrs 9 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
3.13%
7.96%
Alpha – 3 Years
5.74%
−5.01%
Information Ratio – 3 Years
2.06
-0.38
Volatility – 1 Year
16.73%
1.59%
Volatility – 3 Years
14.09%
6.50%
Beta – 1 Year
1.04
0.04
Beta – 3 Years
1.02
-0.12
Sharpe Ratio – 1 Year
-0.15
2.33
Sharpe Ratio – 3 Years
0.56
-0.03
Worst Rolling Year
13.01%
5.09%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−15.25%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.25%
8.68%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 100%
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Number of Stocks
50
—
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%
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Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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