Alternative Investment Funds (AIF)Compare Schemes
White Oak Capital Equity Fund vs Whitespace Fund II - Debt Plus
Add SchemeGrowth of ₹1 Crore
White Oak Capital Equity Fund
Whitespace Fund II - Debt Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
Volatility • 3 yrs deviation
1 Month
3.22%
0.92%
6 Months
21.79%
4.16%
1 Year
13.76%
8.40%
3 Years
—
12.01%
5 Years
—
11.88%
Since Inception
14.87%
12.99%
Fund Age
17 mo
5 yrs 11 mo
AUM
₹300.61 Cr
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Alpha – 1 Year
10.78%
2.62%
Alpha – 3 Years
—
5.39%
Information Ratio – 3 Years
—
0.26
Volatility – 1 Year
19.93%
2.67%
Volatility – 3 Years
—
2.47%
Beta – 1 Year
1.03
0.04
Beta – 3 Years
—
0.01
Sharpe Ratio – 1 Year
0.47
1.01
Sharpe Ratio – 3 Years
—
2.44
Worst Rolling Year
—
11.40%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−12.96%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.36%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 8% · S 88%
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Number of Stocks
88
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Portfolio P/E
34.73
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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%
AXIS Liquid Fund - Direct (G) · 15.99%
Nippon India Liquid Fund - Direct (G) · 14.07%
HDFC Liquid Fund - Direct (G) · 10.33%
Aditya Birla SL Liquid Fund - Direct (G) · 7.69%
Top Sectors
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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