Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
White Oak Capital Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.52%
3.22%
6 Months
8.26%
21.79%
1 Year
4.50%
13.76%
3 Years
10.05%
—
5 Years
—
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Since Inception
10.10%
14.87%
Fund Age
4 yrs 5 mo
17 mo
AUM
₹60.73 Cr
₹300.61 Cr
Alpha – 1 Year
4.93%
10.78%
Alpha – 3 Years
1.48%
—
Information Ratio – 3 Years
0.19
—
Volatility – 1 Year
15.08%
19.93%
Volatility – 3 Years
14.98%
—
Beta – 1 Year
0.81
1.03
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.02
0.47
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
7.06%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−22.08%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.56%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 22% · S 40%
M 8% · S 88%
Number of Stocks
—
88
Portfolio P/E
—
34.73
Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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