Alternative Investment Funds (AIF)Compare Schemes
Nippon - (Empowered India) vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Nippon - (Empowered India)
White Oak Capital Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 500 Index · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.82%
3.22%
6 Months
5.72%
21.79%
1 Year
1.32%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
1.83%
14.87%
Fund Age
12 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
−1.08%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
17.16%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.93
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.18
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.96%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 17% · S 47%
M 8% · S 88%
Number of Stocks
51
88
Portfolio P/E
35.98
34.73
Top 5 Holdings
Cash & Cash Equivalent · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
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
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
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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