Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.87%
6 Months
−6.89%
7.84%
1 Year
−7.76%
4.83%
3 Years
4.56%
13.27%
5 Years
—
—
Since Inception
−0.23%
12.87%
Fund Age
4 yrs 9 mo
3 yrs 8 mo
AUM
₹60.72 Cr
₹640.5 Cr
Alpha – 1 Year
−7.69%
1.85%
Alpha – 3 Years
−8.90%
1.38%
Information Ratio – 3 Years
-0.99
0.33
Volatility – 1 Year
16.44%
19.79%
Volatility – 3 Years
15.44%
15.73%
Beta – 1 Year
0.87
1.11
Beta – 3 Years
0.83
0.97
Sharpe Ratio – 1 Year
-0.74
0.06
Sharpe Ratio – 3 Years
0.01
0.53
Worst Rolling Year
-1.67%
11.94%
Value at Worst Rolling Year
₹0.98 Cr
₹1.12 Cr
Deepest Drawdown
−22.80%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
91.63%
100.00%
Median Rolling Year
4.61%
15.45%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 4% · S 80%
L 42% · M 13% · S 44%
Number of Stocks
—
182
Portfolio P/E
—
32.80
Top 5 Holdings
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
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 · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—