Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
NIFTY India Manufacturing Index · 19.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.87%
2.98%
6 Months
12.49%
24.80%
1 Year
20.74%
10.37%
3 Years
13.62%
—
5 Years
—
—
Since Inception
13.23%
16.92%
Fund Age
3 yrs 8 mo
14 mo
AUM
—
₹151.93 Cr
Alpha – 1 Year
11.62%
−2.16%
Alpha – 3 Years
−6.31%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.52%
15.91%
Volatility – 3 Years
16.91%
—
Beta – 1 Year
—
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.73
0.35
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
9.15%
8.71%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−18.44%
−12.14%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.85%
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 32% · M 16% · S 53%
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
—
62.12
Top 5 Holdings
Laurus Labs Ltd · 13.10%
Eicher Motors Ltd · 10.50%
Divis Laboratories Ltd · 10.00%
Maruti Suzuki India Ltd · 7.60%
CCL Products (India) Ltd · 7.30%
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)
—
—