Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
2.87%
6 Months
8.26%
7.84%
1 Year
4.50%
4.83%
3 Years
10.05%
13.27%
5 Years
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Since Inception
10.10%
12.87%
Fund Age
4 yrs 5 mo
3 yrs 8 mo
AUM
₹60.73 Cr
₹640.5 Cr
Alpha – 1 Year
4.93%
1.85%
Alpha – 3 Years
1.48%
1.38%
Information Ratio – 3 Years
0.19
0.33
Volatility – 1 Year
15.08%
19.79%
Volatility – 3 Years
14.98%
15.73%
Beta – 1 Year
0.81
1.11
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
-0.02
0.06
Sharpe Ratio – 3 Years
0.35
0.53
Worst Rolling Year
7.06%
11.94%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−22.08%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
15.45%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 22% · S 40%
L 42% · M 13% · S 44%
Number of Stocks
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182
Portfolio P/E
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32.80
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%
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
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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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