Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs WhiteOak Capital Healthcare Opportunities Fund
Ampersand Growth Opportunities Fund Scheme - 1
WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
2.98%
6 Months
18.59%
24.80%
1 Year
13.52%
10.37%
3 Years
21.40%
—
5 Years
19.51%
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Since Inception
19.97%
16.92%
Fund Age
8 yrs 11 mo
14 mo
AUM
₹1,046 Cr
₹151.93 Cr
Alpha – 1 Year
9.76%
−2.16%
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
15.91%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
0.63
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
0.35
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
8.71%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.32%
−12.14%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
8.71%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 37% · M 19% · S 37%
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
29.80
62.12
Top 5 Holdings
Solar Industries India Ltd · 5.50%
Oracle Financial Services Software Ltd · 5.10%
Polycab India Ltd · 5.00%
Bajaj Auto Ltd · 4.00%
Muthoot Finance Ltd · 3.70%
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
—
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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