Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
White Oak Capital Equity Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 3.4%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.36%
3.22%
6 Months
10.52%
21.79%
1 Year
4.14%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
17.49%
14.87%
Fund Age
2 yrs 10 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
0.77%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.82%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.40
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.99%
−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
L 0% · M 16% · S 75%
M 8% · S 88%
Number of Stocks
54
88
Portfolio P/E
33.41
34.73
Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
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
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
—
Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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