Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
2.98%
6 Months
7.54%
24.80%
1 Year
10.79%
10.37%
3 Years
13.32%
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5 Years
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Since Inception
15.88%
16.92%
Fund Age
4 yrs 8 mo
14 mo
AUM
₹2,666.69 Cr
₹151.93 Cr
Alpha – 1 Year
9.27%
−2.16%
Alpha – 3 Years
3.22%
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Information Ratio – 3 Years
0.24
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Volatility – 1 Year
21.79%
15.91%
Volatility – 3 Years
17.73%
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Beta – 1 Year
1.25
0.63
Beta – 3 Years
1.07
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Sharpe Ratio – 1 Year
0.32
0.35
Sharpe Ratio – 3 Years
0.48
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Worst Rolling Year
13.01%
8.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−23.31%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 47% · M 25% · S 26%
M 16% · S 83%
Number of Stocks
31
38
Portfolio P/E
23.45
62.12
Top 5 Holdings
Sun Pharmaceutical Industries Ltd · 5.72%
Oracle Financial Services Software Ltd · 5.23%
IIFL Finance Ltd · 5.12%
Bharti Airtel Ltd · 4.95%
PNB Housing Finance Ltd · 4.89%
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 · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
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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