Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 6.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.47%
2.98%
6 Months
8.18%
24.80%
1 Year
3.90%
10.37%
3 Years
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5 Years
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Since Inception
28.15%
16.92%
Fund Age
3 yrs
14 mo
AUM
₹169 Cr
₹151.93 Cr
Alpha – 1 Year
−2.45%
−2.16%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
29.52%
15.91%
Volatility – 3 Years
41.58%
—
Beta – 1 Year
—
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.09
0.35
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
29.06%
8.71%
Value at Worst Rolling Year
₹1.29 Cr
₹1.09 Cr
Deepest Drawdown
−16.43%
−12.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
S 34%
M 16% · S 83%
Number of Stocks
27
38
Portfolio P/E
17.10
62.12
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
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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