Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 1.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.84%
2.98%
6 Months
22.78%
24.80%
1 Year
17.46%
10.37%
3 Years
21.45%
—
5 Years
—
—
Since Inception
15.58%
16.92%
Fund Age
3 yrs
14 mo
AUM
₹42.68 Cr
₹151.93 Cr
Alpha – 1 Year
15.94%
−2.16%
Alpha – 3 Years
5.92%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.94%
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
1.02
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−12.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
—
62.12
Top 5 Holdings
—
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—