Alternative Investment Funds (AIF)Compare Schemes
White Oak Capital Equity Fund vs Winvest AIF
Add SchemeGrowth of ₹1 Crore
White Oak Capital Equity Fund
Winvest AIF
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.22%
4.05%
6 Months
21.79%
4.02%
1 Year
13.76%
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3 Years
—
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5 Years
—
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Since Inception
14.87%
5.03%
Fund Age
17 mo
7 mo
AUM
₹300.61 Cr
₹122.31 Cr
Alpha – 1 Year
10.78%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
19.93%
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Volatility – 3 Years
—
—
Beta – 1 Year
1.03
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.47
—
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.96%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
—
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 8% · S 88%
L 40% · M 11% · S 29%
Number of Stocks
88
30
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%
Sona BLW Precision Forgings Ltd · 4.12%
Ather Energy Ltd · 3.96%
Adani Energy Solutions Ltd · 3.90%
Granules India Ltd · 3.85%
Himadri Speciality Chemical Ltd · 3.72%
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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