Alternative Investment Funds (AIF)Compare Schemes
Athena Enhanced Equity Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Athena Enhanced Equity Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · -1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.26%
2.98%
6 Months
−9.50%
24.80%
1 Year
−3.29%
10.37%
3 Years
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—
5 Years
—
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Since Inception
10.35%
16.92%
Fund Age
3 yrs
14 mo
AUM
—
₹151.93 Cr
Alpha – 1 Year
−1.41%
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
-0.58
—
Volatility – 1 Year
18.87%
15.91%
Volatility – 3 Years
13.83%
—
Beta – 1 Year
1.02
0.63
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.28
0.35
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
10.04%
8.71%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−17.19%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.15%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
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M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
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62.12
Top 5 Holdings
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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
—
—
Exit Load (Y1 / Y2 / Y3)
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