Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.52%
2.98%
6 Months
8.26%
24.80%
1 Year
4.50%
10.37%
3 Years
10.05%
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5 Years
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Since Inception
10.10%
16.92%
Fund Age
4 yrs 5 mo
14 mo
AUM
₹60.73 Cr
₹151.93 Cr
Alpha – 1 Year
4.93%
−2.16%
Alpha – 3 Years
1.48%
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Information Ratio – 3 Years
0.19
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Volatility – 1 Year
15.08%
15.91%
Volatility – 3 Years
14.98%
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Beta – 1 Year
0.81
0.63
Beta – 3 Years
0.93
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Sharpe Ratio – 1 Year
-0.02
0.35
Sharpe Ratio – 3 Years
0.35
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Worst Rolling Year
7.06%
8.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−22.08%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 22% · S 40%
M 16% · S 83%
Number of Stocks
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38
Portfolio P/E
—
62.12
Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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
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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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