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Whitespace Alpha Hybrid Plus

Category III

Overview

The Whitespace Hybrid Plus Fund is a quantitative, market-neutral Category III Alternative Investment Fund (AIF) managed by Whitespace Alpha that provides a structured, multi-asset allocation framework designed to balance stability with capital growth. The strategy implements a disciplined, balanced allocation split—typically maintaining 50% of its capital in high-quality AAA-rated debt instruments and 50% in a diversified blue-chip equity portfolio (primarily tracking the NIFTY 50 index). To systematically enhance these baseline yields and equities, Whitespace overlays its proprietary, non-directional quantitative derivative models to extract market alpha while neutralizing broad directional risks. By combining a defensive, multi-asset core with back-tested algorithmic risk management, the Hybrid Plus strategy offers sophisticated high-net-worth investors and family offices an institutional-grade vehicle that captures equity-led wealth compounding with significantly lower volatility and market correlation than traditional long-only hybrid funds.  

Fund Structure Details

Fund Type

Category III

Category Type

Hybrid (100%)

Investment Focus

Bluechip Stocks & Government Securities and AAA rated fixed income securities

Fund Currency

INR

AUM (₹in cr.)

-

Sponsor Commitment (₹in cr.)

-

Registration Number

IN/AIF3/19-20/0729

Fund Inception Date

01-07-2024

First Close Date

-

Last Close Date

-

Last Updated Factsheet

-

Ticket Size (₹in cr.)

₹1

Open And Close Ended Fund

Open-Ended

Tenure

-

6 Month Return

0%

1 Year Return

9.2%

3 Year Return

0%

5 Year Return

0%

Since Inception Return

6.14%

Extension Period

-

Lock-in Period

-

Residual Tenure

-

Open For Investments

Yes