Alternative Investment Funds (AIF)Compare Schemes
360 One - High Growth Companies Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
360 One - High Growth Companies Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.21%
2.98%
6 Months
2.67%
24.80%
1 Year
−6.02%
10.37%
3 Years
15.84%
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5 Years
11.35%
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Since Inception
15.09%
16.92%
Fund Age
7 yrs 8 mo
14 mo
AUM
₹423.01 Cr
₹151.93 Cr
Alpha – 1 Year
−8.62%
−2.16%
Alpha – 3 Years
4.46%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
13.75%
15.91%
Volatility – 3 Years
13.79%
—
Beta – 1 Year
0.74
0.63
Beta – 3 Years
0.78
—
Sharpe Ratio – 1 Year
-0.78
0.35
Sharpe Ratio – 3 Years
0.72
—
Worst Rolling Year
9.77%
8.71%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−17.17%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.92%
8.71%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 59% · M 1% · S 38%
M 16% · S 83%
Number of Stocks
31
38
Portfolio P/E
31.22
62.12
Top 5 Holdings
NSE Ltd · 23.58%
ICICI Bank Ltd · 5.42%
Shaily Engineering Plastics Ltd · 4.92%
HDFC Bank Ltd · 4.66%
Granules India Ltd · 4.55%
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
Others · 23.58%
Financial Services · 19.42%
Capital Goods · 12.32%
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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