Alternative Investment Funds (AIF)Compare Schemes
360 One -Turnaround Opportunities Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
360 One -Turnaround Opportunities Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.31%
2.98%
6 Months
7.31%
24.80%
1 Year
3.15%
10.37%
3 Years
13.06%
—
5 Years
14.63%
—
Since Inception
15.24%
16.92%
Fund Age
5 yrs
14 mo
AUM
₹1,054.28 Cr
₹151.93 Cr
Alpha – 1 Year
0.17%
−2.16%
Alpha – 3 Years
1.18%
—
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
17.40%
15.91%
Volatility – 3 Years
16.16%
—
Beta – 1 Year
0.96
0.63
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.05
0.35
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
12.75%
8.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−23.46%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
8.71%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 8% · S 57%
M 16% · S 83%
Number of Stocks
51
38
Portfolio P/E
39.87
62.12
Top 5 Holdings
ICICI Bank Ltd · 5.49%
Granules India Ltd · 4.18%
Bharti Airtel Ltd · 4.13%
Axis Bank Ltd · 3.71%
Astra Microwave Products Ltd · 3.69%
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 · 20.80%
Healthcare · 13.83%
Capital Goods · 13.72%
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—