Alternative Investment Funds (AIF)Compare Schemes
MNCL Capital Compounder Fund 1 vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
MNCL Capital Compounder Fund 1
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
2.98%
6 Months
13.30%
24.80%
1 Year
7.90%
10.37%
3 Years
10.33%
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5 Years
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Since Inception
13.50%
16.92%
Fund Age
4 yrs
14 mo
AUM
₹116.6 Cr
₹151.93 Cr
Alpha – 1 Year
2.60%
−2.16%
Alpha – 3 Years
−2.21%
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Information Ratio – 3 Years
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Volatility – 1 Year
21.27%
15.91%
Volatility – 3 Years
17.50%
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Beta – 1 Year
—
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.35
Sharpe Ratio – 3 Years
0.35
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Worst Rolling Year
8.76%
8.71%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−21.82%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.67%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 78%
M 16% · S 83%
Number of Stocks
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38
Portfolio P/E
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62.12
Top 5 Holdings
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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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