Alternative Investment Funds (AIF)Compare Schemes
White Oak India Equity Fund VI (WOIEF VI) vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
White Oak India Equity Fund VI (WOIEF VI)
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.87%
2.59%
6 Months
7.84%
−3.10%
1 Year
4.83%
1.58%
3 Years
13.27%
13.01%
5 Years
—
16.79%
Since Inception
12.87%
21.43%
Fund Age
3 yrs 8 mo
6 yrs 9 mo
AUM
₹640.5 Cr
—
Alpha – 1 Year
1.85%
3.13%
Alpha – 3 Years
1.38%
5.74%
Information Ratio – 3 Years
0.33
2.06
Volatility – 1 Year
19.79%
16.73%
Volatility – 3 Years
15.73%
14.09%
Beta – 1 Year
1.11
1.04
Beta – 3 Years
0.97
1.02
Sharpe Ratio – 1 Year
0.06
-0.15
Sharpe Ratio – 3 Years
0.53
0.56
Worst Rolling Year
11.94%
13.01%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−17.52%
−15.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.45%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 13% · S 44%
L 100%
Number of Stocks
182
50
Portfolio P/E
32.80
—
Top 5 Holdings
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%
HDFC Bank Ltd · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
Top Sectors
Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—