Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
2.98%
6 Months
11.46%
24.80%
1 Year
2.58%
10.37%
3 Years
12.19%
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5 Years
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Since Inception
14.67%
16.92%
Fund Age
4 yrs 4 mo
14 mo
AUM
₹465 Cr
₹151.93 Cr
Alpha – 1 Year
−0.40%
−2.16%
Alpha – 3 Years
0.30%
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Information Ratio – 3 Years
0.09
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Volatility – 1 Year
23.22%
15.91%
Volatility – 3 Years
18.88%
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Beta – 1 Year
1.13
0.63
Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.02
0.35
Sharpe Ratio – 3 Years
0.51
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Worst Rolling Year
11.07%
8.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−25.01%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 24% · S 30%
M 16% · S 83%
Number of Stocks
27
38
Portfolio P/E
37.00
62.12
Top 5 Holdings
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
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
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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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