Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
2.87%
6 Months
6.80%
7.84%
1 Year
2.38%
4.83%
3 Years
13.18%
13.27%
5 Years
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Since Inception
14.39%
12.87%
Fund Age
4 yrs 7 mo
3 yrs 8 mo
AUM
₹196.51 Cr
₹640.5 Cr
Alpha – 1 Year
−1.17%
1.85%
Alpha – 3 Years
−0.04%
1.38%
Information Ratio – 3 Years
-0.04
0.33
Volatility – 1 Year
16.17%
19.79%
Volatility – 3 Years
16.05%
15.73%
Beta – 1 Year
0.85
1.11
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
-0.11
0.06
Sharpe Ratio – 3 Years
0.52
0.53
Worst Rolling Year
12.74%
11.94%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−19.54%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
15.45%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
L 42% · M 13% · S 44%
Number of Stocks
31
182
Portfolio P/E
40.67
32.80
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
ICICI Bank Ltd · 5.56%
HDFC Bank Ltd · 4.64%
Bharti Airtel Ltd · 4.46%
State Bank of India · 3.14%
Bajaj Finserv Ltd · 2.26%
Top Sectors
Financial Services · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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