Alternative Investment Funds (AIF)Compare Schemes
360 ONE Equity Opportunity Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
360 ONE Equity Opportunity Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.84%
2.98%
6 Months
5.89%
24.80%
1 Year
1.69%
10.37%
3 Years
9.29%
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5 Years
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Since Inception
12.80%
16.92%
Fund Age
3 yrs 7 mo
14 mo
AUM
₹825.83 Cr
₹151.93 Cr
Alpha – 1 Year
−1.29%
−2.16%
Alpha – 3 Years
−2.59%
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Information Ratio – 3 Years
-0.27
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Volatility – 1 Year
18.69%
15.91%
Volatility – 3 Years
16.17%
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Beta – 1 Year
1.03
0.63
Beta – 3 Years
0.99
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Sharpe Ratio – 1 Year
-0.11
0.35
Sharpe Ratio – 3 Years
0.30
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Worst Rolling Year
9.15%
8.71%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−24.81%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.55%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 10% · S 41%
M 16% · S 83%
Number of Stocks
55
38
Portfolio P/E
33.82
62.12
Top 5 Holdings
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Sai Life Sciences Ltd · 4.85%
J B Chemicals & Pharmaceuticals Ltd · 4.58%
Vijaya Diagnostic Centre Ltd · 4.46%
Shaily Engineering Plastics Ltd · 4.40%
Krishna Institute of Medical Sciences Ltd · 4.36%
Top Sectors
Financial Services · 28.95%
Capital Goods · 13.99%
Consumer Services · 10.71%
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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