Alternative Investment Funds (AIF)Compare Schemes
Azurean India Equity Fund 1 vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Azurean India Equity Fund 1
White Oak Capital Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 200 Index · 2.1%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.56%
3.22%
6 Months
−2.11%
21.79%
1 Year
−0.01%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
−1.23%
14.87%
Fund Age
1 yr 9 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
−2.13%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.20%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.28
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.73%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 69% · M 18% · S 12%
M 8% · S 88%
Number of Stocks
41
88
Portfolio P/E
18.41
34.73
Top 5 Holdings
ICICI Bank Ltd · 8.81%
Kotak Mahindra Bank Ltd · 7.95%
Axis Bank Ltd · 7.62%
HDFC Bank Ltd · 6.09%
Zydus Lifesciences Ltd · 5.42%
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 · 37.92%
Fast Moving Consumer Goods · 16.18%
Healthcare · 11.54%
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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