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Whitespace Alpha Debt Plus PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Whitespace Alpha Debt Plus PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Large Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of 14.92%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Whitespace Alpha Debt Plus PMS Strategy or Investment Approach - PMS Details

Strategy Name

Debt Plus

Start Date

01 August 2020

Category

Large Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Praveen Dwarakanath

1 Yr. Return

14.92%

3 Yr. Return

11.39%

5 Yr. Return

NA

Whitespace Alpha Debt Plus Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

14.76%

Top 5 Sectors%

72.79%

Portfolio Age

5 Yrs

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Whitespace Alpha Debt Plus PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Whitespace Alpha Debt Plus PMS Investment Approach - Portfolio Composition

Large Cap

79.45%

Mid Cap

19.23%

Small Cap

0.00%

Cash & Equivalent

1.32%

Check out Business Opportunities with Similar Brands

Whitespace Alpha Debt Plus Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Non Banking Financial Company (NBFC)

Not Disclosed

Services

Not Disclosed

Customer ratings and reviews of Whitespace Alpha Debt Plus PMS Strategy

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