
Category III
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 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