Alternative Investment Funds (AIF)Compare Schemes
White Oak Capital Equity Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
White Oak Capital Equity Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.22%
0.40%
6 Months
21.79%
4.71%
1 Year
13.76%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
14.87%
7.18%
Fund Age
17 mo
5 yrs 9 mo
AUM
₹300.61 Cr
—
Alpha – 1 Year
10.78%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
19.93%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
1.03
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
0.47
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−12.96%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 8% · S 88%
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Number of Stocks
88
—
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%
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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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