Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund-2 vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund-2
White Oak Capital Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.51%
3.22%
6 Months
9.49%
21.79%
1 Year
10.36%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
16.92%
14.87%
Fund Age
15 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
8.41%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.01%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.00
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
−15.41%
−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 33% · M 30% · S 32%
M 8% · S 88%
Number of Stocks
—
88
Portfolio P/E
—
34.73
Top 5 Holdings
Biocon Ltd · 6.80%
Aditya Birla Capital Ltd · 6.20%
ICICI Bank Ltd · 5.60%
Larsen & Toubro Ltd · 4.40%
Tata Technologies Ltd · 3.20%
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
—
—
Exit Load (Y1 / Y2 / Y3)
—
—