Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities 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
0.47%
2.87%
6 Months
8.18%
7.84%
1 Year
3.90%
4.83%
3 Years
—
13.27%
5 Years
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—
Since Inception
28.15%
12.87%
Fund Age
3 yrs
3 yrs 8 mo
AUM
₹169 Cr
₹640.5 Cr
Alpha – 1 Year
−2.45%
1.85%
Alpha – 3 Years
—
1.38%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
29.52%
19.79%
Volatility – 3 Years
41.58%
15.73%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.09
0.06
Sharpe Ratio – 3 Years
0.66
0.53
Worst Rolling Year
29.06%
11.94%
Value at Worst Rolling Year
₹1.29 Cr
₹1.12 Cr
Deepest Drawdown
−16.43%
−17.52%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
15.45%
5-Year Rolling Windows Positive
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Market-Cap Mix
S 34%
L 42% · M 13% · S 44%
Number of Stocks
27
182
Portfolio P/E
17.10
32.80
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
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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