Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.87%
6 Months
16.54%
7.84%
1 Year
4.93%
4.83%
3 Years
20.02%
13.27%
5 Years
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Since Inception
24.01%
12.87%
Fund Age
3 yrs 5 mo
3 yrs 8 mo
AUM
₹1,778.6 Cr
₹640.5 Cr
Alpha – 1 Year
1.95%
1.85%
Alpha – 3 Years
8.14%
1.38%
Information Ratio – 3 Years
0.49
0.33
Volatility – 1 Year
17.28%
19.79%
Volatility – 3 Years
21.44%
15.73%
Beta – 1 Year
0.84
1.11
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
-0.21
0.06
Sharpe Ratio – 3 Years
0.67
0.53
Worst Rolling Year
20.04%
11.94%
Value at Worst Rolling Year
₹1.20 Cr
₹1.12 Cr
Deepest Drawdown
−26.50%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
15.45%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 27% · M 38% · S 35%
L 42% · M 13% · S 44%
Number of Stocks
27
182
Portfolio P/E
48.87
32.80
Top 5 Holdings
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
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
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
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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