Alternative Investment Funds (AIF)Compare Schemes
KLAY GROWTH FUND vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
KLAY GROWTH FUND
White Oak Capital Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.86%
3.22%
6 Months
2.50%
21.79%
1 Year
4.92%
13.76%
3 Years
8.35%
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5 Years
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Since Inception
6.31%
14.87%
Fund Age
4 yrs 9 mo
17 mo
AUM
₹28.32 Cr
₹300.61 Cr
Alpha – 1 Year
3.40%
10.78%
Alpha – 3 Years
−1.74%
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Information Ratio – 3 Years
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Volatility – 1 Year
17.29%
19.93%
Volatility – 3 Years
17.14%
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Beta – 1 Year
0.99
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.47
Sharpe Ratio – 3 Years
-0.20
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.62%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 92% · M 4% · S 2%
M 8% · S 88%
Number of Stocks
21
88
Portfolio P/E
20.30
34.73
Top 5 Holdings
Larsen & Toubro Ltd · 8.50%
Titan Company Ltd · 7.70%
Kotak Mahindra Bank Ltd · 7.40%
Divis Laboratories Ltd · 6.90%
HDFC Bank Ltd · 6.40%
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
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Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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