Alternative Investment Funds (AIF)Compare Schemes
Pegasus Growth Fund I vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Pegasus Growth Fund I
White Oak Capital Equity Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 500 Index · 4.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.20%
3.22%
6 Months
25.16%
21.79%
1 Year
30.92%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
13.82%
14.87%
Fund Age
2 yrs 7 mo
17 mo
AUM
₹67 Cr
₹300.61 Cr
Alpha – 1 Year
26.47%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
2.58%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
15.14
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 11% · M 33% · S 48%
M 8% · S 88%
Number of Stocks
26
88
Portfolio P/E
24.10
34.73
Top 5 Holdings
Welspun Corp Ltd · 6.44%
Engineers India Ltd · 6.23%
Shivalik Bimetal Controls Ltd · 5.75%
Ion Exchange (India) Ltd · 5.01%
Himadri Speciality Chemical Ltd · 4.96%
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 · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—