Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund-2 vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund-2
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.51%
2.98%
6 Months
9.49%
24.80%
1 Year
10.36%
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
16.92%
16.92%
Fund Age
15 mo
14 mo
AUM
—
₹151.93 Cr
Alpha – 1 Year
8.41%
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.01%
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
1.00
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.32
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.41%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 30% · S 32%
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
—
62.12
Top 5 Holdings
Biocon Ltd · 6.80%
Aditya Birla Capital Ltd · 6.20%
ICICI Bank Ltd · 5.60%
Larsen & Toubro Ltd · 4.40%
Tata Technologies Ltd · 3.20%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—