Alternative Investment Funds (AIF)Compare Schemes
SAMEEKSHA INDIA EQUITY FUND vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
SAMEEKSHA INDIA EQUITY FUND
White Oak Capital Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.04%
3.22%
6 Months
14.10%
21.79%
1 Year
7.50%
13.76%
3 Years
22.84%
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5 Years
—
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Since Inception
23.58%
14.87%
Fund Age
4 yrs 5 mo
17 mo
AUM
₹1,282.88 Cr
₹300.61 Cr
Alpha – 1 Year
4.52%
10.78%
Alpha – 3 Years
10.95%
—
Information Ratio – 3 Years
0.98
—
Volatility – 1 Year
21.85%
19.93%
Volatility – 3 Years
16.29%
—
Beta – 1 Year
1.19
1.03
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.18
0.47
Sharpe Ratio – 3 Years
0.98
—
Worst Rolling Year
22.35%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−17.55%
−12.96%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.61%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 23% · M 12% · S 64%
M 8% · S 88%
Number of Stocks
—
88
Portfolio P/E
—
34.73
Top 5 Holdings
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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
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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