Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
2.87%
6 Months
25.48%
7.84%
1 Year
12.76%
4.83%
3 Years
21.04%
13.27%
5 Years
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Since Inception
23.65%
12.87%
Fund Age
4 yrs 3 mo
3 yrs 8 mo
AUM
—
₹640.5 Cr
Alpha – 1 Year
10.81%
1.85%
Alpha – 3 Years
10.39%
1.38%
Information Ratio – 3 Years
0.59
0.33
Volatility – 1 Year
24.72%
19.79%
Volatility – 3 Years
22.61%
15.73%
Beta – 1 Year
1.24
1.11
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
0.38
0.06
Sharpe Ratio – 3 Years
0.65
0.53
Worst Rolling Year
19.92%
11.94%
Value at Worst Rolling Year
₹1.20 Cr
₹1.12 Cr
Deepest Drawdown
−24.89%
−17.52%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
15.45%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 42% · M 13% · S 44%
Number of Stocks
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182
Portfolio P/E
—
32.80
Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
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
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Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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