Alternative Investment Funds (AIF)Compare Schemes
Brighter Mind Inevitable Fortune Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Brighter Mind Inevitable Fortune Fund
White Oak Capital Equity Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
20%
NIFTY 500 Index · 2.4%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
−2.36%
3.22%
6 Months
15.27%
21.79%
1 Year
−11.22%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
5.05%
14.87%
Fund Age
15 mo
17 mo
AUM
₹47.59 Cr
₹300.61 Cr
Alpha – 1 Year
−13.60%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.51%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.82
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.32
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−32.59%
−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
S 100%
M 8% · S 88%
Number of Stocks
32
88
Portfolio P/E
55.00
34.73
Top 5 Holdings
FlySBS Aviation Ltd · 5.97%
Beta Drugs Ltd · 4.58%
E2E Networks Ltd · 4.55%
Ceinsys Tech Ltd · 4.00%
Afcom Holdings Ltd · 3.96%
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
—
—
Performance Fee / Plan
15% of profit
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—