Alternative Investment Funds (AIF)Compare Schemes
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs White Oak India Equity Fund VI (WOIEF VI)
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
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%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
2.87%
6 Months
1.31%
7.84%
1 Year
5.72%
4.83%
3 Years
15.69%
13.27%
5 Years
17.06%
—
Since Inception
18.15%
12.87%
Fund Age
5 yrs 3 mo
3 yrs 8 mo
AUM
₹1,828 Cr
₹640.5 Cr
Alpha – 1 Year
6.15%
1.85%
Alpha – 3 Years
7.12%
1.38%
Information Ratio – 3 Years
1.44
0.33
Volatility – 1 Year
18.93%
19.79%
Volatility – 3 Years
15.01%
15.73%
Beta – 1 Year
1.16
1.11
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
0.10
0.06
Sharpe Ratio – 3 Years
0.66
0.53
Worst Rolling Year
13.67%
11.94%
Value at Worst Rolling Year
₹1.14 Cr
₹1.12 Cr
Deepest Drawdown
−16.27%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
15.45%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 42% · M 13% · S 44%
Number of Stocks
—
182
Portfolio P/E
—
32.80
Top 5 Holdings
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
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
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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