Alternative Investment Funds (AIF)Compare Schemes
White Oak Capital Equity Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
White Oak Capital Equity Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.22%
1.92%
6 Months
21.79%
6.21%
1 Year
13.76%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
14.87%
18.57%
Fund Age
17 mo
2 yrs 5 mo
AUM
₹300.61 Cr
—
Alpha – 1 Year
10.78%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
19.93%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.47
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.96%
−7.47%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
M 8% · S 88%
L 46% · M 15% · S 20%
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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