Alternative Investment Funds (AIF)Compare Schemes
Brighter Mind Inevitable Fortune Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Brighter Mind Inevitable Fortune Fund
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.36%
2.87%
6 Months
15.27%
7.84%
1 Year
−11.22%
4.83%
3 Years
—
13.27%
5 Years
—
—
Since Inception
5.05%
12.87%
Fund Age
15 mo
3 yrs 8 mo
AUM
₹47.59 Cr
₹640.5 Cr
Alpha – 1 Year
−13.60%
1.85%
Alpha – 3 Years
—
1.38%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
36.51%
19.79%
Volatility – 3 Years
—
15.73%
Beta – 1 Year
1.82
1.11
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.32
0.06
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
11.94%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−32.59%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.45%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
L 42% · M 13% · S 44%
Number of Stocks
32
182
Portfolio P/E
55.00
32.80
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%
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 · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
—
—
Performance Fee / Plan
15% of profit
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—