Alternative Investment Funds (AIF)Compare Schemes
I Wealth - I Wealth Fund 1 vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
I Wealth - I Wealth Fund 1
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
15%
20%
25%
30%
35%
NIFTY 50 Index · 19.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
2.98%
6 Months
10.60%
24.80%
1 Year
55.60%
10.37%
3 Years
27.08%
—
5 Years
—
—
Since Inception
24.03%
16.92%
Fund Age
3 yrs 6 mo
14 mo
AUM
—
₹151.93 Cr
Alpha – 1 Year
19.50%
−2.16%
Alpha – 3 Years
7.95%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.93%
15.91%
Volatility – 3 Years
15.34%
—
Beta – 1 Year
1.03
0.63
Beta – 3 Years
0.30
—
Sharpe Ratio – 1 Year
2.27
0.35
Sharpe Ratio – 3 Years
1.40
—
Worst Rolling Year
21.02%
8.71%
Value at Worst Rolling Year
₹1.21 Cr
₹1.09 Cr
Deepest Drawdown
—
−12.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.36%
8.71%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
0.00
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
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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