Alternative Investment Funds (AIF)Compare Schemes
Prudent Equity ACE Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Prudent Equity ACE Fund
White Oak Capital Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.40%
3.22%
6 Months
4.20%
21.79%
1 Year
−1.50%
13.76%
3 Years
17.60%
—
5 Years
—
—
Since Inception
23.60%
14.87%
Fund Age
3 yrs 7 mo
17 mo
AUM
—
₹300.61 Cr
Alpha – 1 Year
−3.50%
10.78%
Alpha – 3 Years
6.90%
—
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.18%
19.93%
Volatility – 3 Years
24.12%
—
Beta – 1 Year
1.17
1.03
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
-0.20
0.47
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
17.56%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−23.18%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.42%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 8% · S 88%
Number of Stocks
—
88
Portfolio P/E
—
34.73
Top 5 Holdings
—
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
3.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—