Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
White Oak Capital Equity Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 5.2%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.11%
3.22%
6 Months
12.07%
21.79%
1 Year
−10.50%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
10.88%
14.87%
Fund Age
2 yrs 2 mo
17 mo
AUM
₹167 Cr
₹300.61 Cr
Alpha – 1 Year
−15.69%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.34%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.25
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−31.60%
−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
M 1% · S 57%
M 8% · S 88%
Number of Stocks
80
88
Portfolio P/E
22.59
34.73
Top 5 Holdings
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
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
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—