Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
White Oak Capital Equity Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
3.22%
6 Months
2.63%
21.79%
1 Year
3.23%
13.76%
3 Years
9.96%
—
5 Years
19.65%
—
Since Inception
21.25%
14.87%
Fund Age
7 yrs 4 mo
17 mo
AUM
₹877.78 Cr
₹300.61 Cr
Alpha – 1 Year
4.78%
10.78%
Alpha – 3 Years
2.69%
—
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
19.93%
Volatility – 3 Years
12.79%
—
Beta – 1 Year
0.11
1.03
Beta – 3 Years
0.33
—
Sharpe Ratio – 1 Year
-0.98
0.47
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
9.97%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−13.39%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
35.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
M 8% · S 88%
Number of Stocks
—
88
Portfolio P/E
—
34.73
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Onemi Technology Solutions Ltd · 2.85%
Five-Star Business Finance Ltd · 2.44%
Sedemac Mechatronics Ltd · 2.42%
Shaily Engineering Plastics Ltd · 2.35%
Wheels India Ltd · 2.22%
Top Sectors
—
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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