Alternative Investment Funds (AIF)Compare Schemes
RATIONAL EQUITY SCHEME - 2 vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
RATIONAL EQUITY SCHEME - 2
White Oak Capital Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.14%
3.22%
6 Months
12.88%
21.79%
1 Year
0.59%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
6.12%
14.87%
Fund Age
14 mo
17 mo
AUM
₹29 Cr
₹300.61 Cr
Alpha – 1 Year
−2.78%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.29%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.11
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.39%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 100%
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
—
—
Performance Fee / Plan
20% of profit, above 6%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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