Alternative Investment Funds (AIF)Compare Schemes
Northern Arc Money Market Alpha Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Northern Arc Money Market Alpha Fund
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.60%
2.87%
6 Months
9.38%
7.84%
1 Year
9.19%
4.83%
3 Years
9.65%
13.27%
5 Years
9.51%
—
Since Inception
9.50%
12.87%
Fund Age
7 yrs 6 mo
3 yrs 8 mo
AUM
₹760 Cr
₹640.5 Cr
Alpha – 1 Year
3.16%
1.85%
Alpha – 3 Years
2.87%
1.38%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
1.92%
19.79%
Volatility – 3 Years
6.95%
15.73%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
52.26
0.06
Sharpe Ratio – 3 Years
14.31
0.53
Worst Rolling Year
9.06%
11.94%
Value at Worst Rolling Year
₹1.09 Cr
₹1.12 Cr
Deepest Drawdown
—
−17.52%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.49%
15.45%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 42% · M 13% · S 44%
Number of Stocks
—
182
Portfolio P/E
—
32.80
Top 5 Holdings
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
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
—
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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