Alternative Investment Funds (AIF)Compare Schemes
Edelweiss - Alternative Equity Scheme vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Edelweiss - Alternative Equity Scheme
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.92%
2.98%
6 Months
2.92%
24.80%
1 Year
0.27%
10.37%
3 Years
4.32%
—
5 Years
0.83%
—
Since Inception
10.80%
16.92%
Fund Age
11 yrs 11 mo
14 mo
AUM
₹58.25 Cr
₹151.93 Cr
Alpha – 1 Year
0.70%
−2.16%
Alpha – 3 Years
−4.24%
—
Information Ratio – 3 Years
-0.56
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Volatility – 1 Year
15.19%
15.91%
Volatility – 3 Years
12.47%
—
Beta – 1 Year
0.85
0.63
Beta – 3 Years
0.77
—
Sharpe Ratio – 1 Year
-0.27
0.35
Sharpe Ratio – 3 Years
-0.03
—
Worst Rolling Year
-0.09%
8.71%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−19.54%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.46%
100.00%
Median Rolling Year
8.54%
8.71%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
—
62.12
Top 5 Holdings
NSE Ltd · 10.95%
ICICI Lombard General Insurance Company Ltd · 5.46%
Maruti Suzuki India Ltd · 5.41%
Asian Paints Ltd · 5.32%
Axis Bank Ltd · 5.31%
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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