Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
2.98%
6 Months
12.77%
24.80%
1 Year
16.87%
10.37%
3 Years
26.82%
—
5 Years
20.86%
—
Since Inception
22.48%
16.92%
Fund Age
7 yrs 2 mo
14 mo
AUM
—
₹151.93 Cr
Alpha – 1 Year
15.35%
−2.16%
Alpha – 3 Years
16.73%
—
Information Ratio – 3 Years
1.48
—
Volatility – 1 Year
19.51%
15.91%
Volatility – 3 Years
18.47%
—
Beta – 1 Year
1.09
0.63
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.62
0.35
Sharpe Ratio – 3 Years
1.03
—
Worst Rolling Year
11.32%
8.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−16.69%
−12.14%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
8.71%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 30% · M 42% · S 28%
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
—
62.12
Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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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