Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs WhiteOak Capital Healthcare Opportunities Fund
Aditya Birla - India Equity Opportunities Fund
WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
2.98%
6 Months
6.80%
24.80%
1 Year
2.38%
10.37%
3 Years
13.18%
—
5 Years
—
—
Since Inception
14.39%
16.92%
Fund Age
4 yrs 7 mo
14 mo
AUM
₹196.51 Cr
₹151.93 Cr
Alpha – 1 Year
−1.17%
−2.16%
Alpha – 3 Years
−0.04%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
16.17%
15.91%
Volatility – 3 Years
16.05%
—
Beta – 1 Year
0.85
0.63
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.11
0.35
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
12.74%
8.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−19.54%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 30% · S 23%
M 16% · S 83%
Number of Stocks
31
38
Portfolio P/E
40.67
62.12
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 4.48%
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 · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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