Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
2.98%
6 Months
7.02%
24.80%
1 Year
12.60%
10.37%
3 Years
17.44%
—
5 Years
—
—
Since Inception
20.23%
16.92%
Fund Age
3 yrs 7 mo
14 mo
AUM
₹2,497.88 Cr
₹151.93 Cr
Alpha – 1 Year
9.62%
−2.16%
Alpha – 3 Years
5.55%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.96%
15.91%
Volatility – 3 Years
14.91%
—
Beta – 1 Year
1.01
0.63
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
0.45
0.35
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
18.59%
8.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−15.14%
−12.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 20% · S 20%
M 16% · S 83%
Number of Stocks
37
38
Portfolio P/E
24.82
62.12
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—