Alternative Investment Funds (AIF)Compare Schemes
ITI - Long Short Equity Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
ITI - Long Short Equity Fund
White Oak Capital Equity Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.7%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.31%
3.22%
6 Months
−3.98%
21.79%
1 Year
−3.55%
13.76%
3 Years
10.56%
—
5 Years
8.20%
—
Since Inception
11.86%
14.87%
Fund Age
8 yrs 4 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
−2.13%
10.78%
Alpha – 3 Years
2.82%
—
Information Ratio – 3 Years
0.29
—
Volatility – 1 Year
6.95%
19.93%
Volatility – 3 Years
8.51%
—
Beta – 1 Year
0.29
1.03
Beta – 3 Years
0.49
—
Sharpe Ratio – 1 Year
-1.24
0.47
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
9.80%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−9.10%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.02%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 8% · S 88%
Number of Stocks
—
88
Portfolio P/E
—
34.73
Top 5 Holdings
—
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)
—
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