Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.80%
2.87%
6 Months
11.80%
7.84%
1 Year
3.20%
4.83%
3 Years
16.54%
13.27%
5 Years
17.70%
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Since Inception
17.90%
12.87%
Fund Age
5 yrs
3 yrs 8 mo
AUM
₹1.34 Cr
₹640.5 Cr
Alpha – 1 Year
0.82%
1.85%
Alpha – 3 Years
5.33%
1.38%
Information Ratio – 3 Years
0.43
0.33
Volatility – 1 Year
25.70%
19.79%
Volatility – 3 Years
20.57%
15.73%
Beta – 1 Year
1.33
1.11
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
0.02
0.06
Sharpe Ratio – 3 Years
0.57
0.53
Worst Rolling Year
16.54%
11.94%
Value at Worst Rolling Year
₹1.17 Cr
₹1.12 Cr
Deepest Drawdown
−21.68%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.55%
15.45%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 9% · S 70%
L 42% · M 13% · S 44%
Number of Stocks
75
182
Portfolio P/E
28.69
32.80
Top 5 Holdings
Cash & Cash Equivalent · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
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 · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
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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