Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
2.98%
6 Months
11.89%
24.80%
1 Year
7.39%
10.37%
3 Years
13.60%
—
5 Years
11.50%
—
Since Inception
13.94%
16.92%
Fund Age
6 yrs 8 mo
14 mo
AUM
₹134.68 Cr
₹151.93 Cr
Alpha – 1 Year
8.81%
−2.16%
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.41
—
Volatility – 1 Year
19.90%
15.91%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.00
0.63
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.18
0.35
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
7.35%
8.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−20.98%
−12.14%
Recovery Period
488 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
8.71%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 18% · S 37%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—