Alternative Investment Funds (AIF)Compare Schemes
Generational Capital Breakout Fund 1 vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Generational Capital Breakout Fund 1
White Oak Capital Equity Fund
Return for the risk
1 yr return
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 7.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−6.22%
3.22%
6 Months
−4.90%
21.79%
1 Year
−15.01%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
4.98%
14.87%
Fund Age
1 yr 10 mo
17 mo
AUM
₹122.88 Cr
₹300.61 Cr
Alpha – 1 Year
−22.72%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.19%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.18
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.92
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.89%
−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 48%
M 8% · S 88%
Number of Stocks
30
88
Portfolio P/E
35.47
34.73
Top 5 Holdings
Other Funds · 24.83%
PNGS Gargi Fashion Jewellery Ltd · 9.07%
Womancart Ltd · 6.32%
Beta Drugs Ltd. 0.65% DB CONVERT 26/05/2026 INR 1653.40 · 6.22%
Sirca Paints India Ltd · 5.32%
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
Consumer Durables · 18.56%
Consumer Services · 17.65%
Healthcare · 12.53%
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
5% / 3% / 0%
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