AIF · Equity · CAT III - LONG ONLY - THEMATIC
WhiteOak Capital Healthcare Opportunities Fund
Fund size₹152 Cr
IRRSince inception16.92%
1Y return10.37%
Fund age14 mo
Fund Manager
Growth of₹Cr
WhiteOak Capital Healthcare Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| WhiteOak Capital Healthcare Opportunities | 17.83% | 10.37% | — | — | — | 16.92% |
| Nifty 500 | −1.07% | 12.53% | — | — | — | 17.06% |
| Excess over benchmark | 18.90% | −2.16% | — | — | — | −0.14% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
15.91%
Benchmark approx 15.97%
A standard deviation reflecting historical swings.
Sensitivity
0.63
Beta vs benchmark 1.00 · 37% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.35
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −12.14%, and recovered on 31 May 2026.
Max drawdowns
−12.14%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −12.14% | – | 31 May 2026 | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−12.14%
Fell over–
Recovered31 May 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
38
P/E ratio
62.12
P/B ratio
7.37
Dividend yield
0.14%
Avg market cap
₹36,550 Cr
Median market cap
₹18,672 Cr
Asset class
Equity
Market cap
Large cap
Mid cap15.75%
Small cap82.58%
Cash & others
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