Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.11%
2.87%
6 Months
12.07%
7.84%
1 Year
−10.50%
4.83%
3 Years
—
13.27%
5 Years
—
—
Since Inception
10.88%
12.87%
Fund Age
2 yrs 2 mo
3 yrs 8 mo
AUM
₹167 Cr
₹640.5 Cr
Alpha – 1 Year
−15.69%
1.85%
Alpha – 3 Years
—
1.38%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
34.34%
19.79%
Volatility – 3 Years
—
15.73%
Beta – 1 Year
1.61
1.11
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.25
0.06
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
11.94%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−31.60%
−17.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.45%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 1% · S 57%
L 42% · M 13% · S 44%
Number of Stocks
80
182
Portfolio P/E
22.59
32.80
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%
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
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—