Alternative Investment Funds (AIF)Compare Schemes
Pi Square India Emerging Business Investment Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Pi Square India Emerging Business Investment Fund
White Oak Capital Equity Fund
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.18%
3.22%
6 Months
17.75%
21.79%
1 Year
—
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
14.73%
14.87%
Fund Age
9 mo
17 mo
AUM
₹43.9 Cr
₹300.61 Cr
Alpha – 1 Year
—
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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 31% · M 13% · S 46%
M 8% · S 88%
Number of Stocks
21
88
Portfolio P/E
32.80
34.73
Top 5 Holdings
R R Kabel Ltd · 6.98%
Axis Bank Ltd · 6.24%
Narayana Hrudayalaya Ltd · 6.06%
Bajaj Finserv Ltd · 5.64%
Cyient DLM Ltd · 4.53%
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)
—
—