Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
S&P BSE 500 Index · 12%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.60%
2.87%
6 Months
11.70%
7.84%
1 Year
11.20%
4.83%
3 Years
19.20%
13.27%
5 Years
16.50%
—
Since Inception
17.40%
12.87%
Fund Age
8 yrs 6 mo
3 yrs 8 mo
AUM
—
₹640.5 Cr
Alpha – 1 Year
8.20%
1.85%
Alpha – 3 Years
7.20%
1.38%
Information Ratio – 3 Years
0.24
0.33
Volatility – 1 Year
17.85%
19.79%
Volatility – 3 Years
15.69%
15.73%
Beta – 1 Year
0.97
1.11
Beta – 3 Years
0.87
0.97
Sharpe Ratio – 1 Year
0.38
0.06
Sharpe Ratio – 3 Years
0.86
0.53
Worst Rolling Year
6.56%
11.94%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−16.09%
−17.52%
Recovery Period
245 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.98%
15.45%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 17% · S 59%
L 42% · M 13% · S 44%
Number of Stocks
25
182
Portfolio P/E
23.74
32.80
Top 5 Holdings
Cash & Cash Equivalent · 13.00%
Gabriel India Ltd · 6.59%
Laurus Labs Ltd · 6.09%
Federal Bank Ltd · 6.01%
UPL Ltd · 4.60%
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 · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—