Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.98%
6 Months
16.54%
24.80%
1 Year
4.93%
10.37%
3 Years
20.02%
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5 Years
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Since Inception
24.01%
16.92%
Fund Age
3 yrs 5 mo
14 mo
AUM
₹1,778.6 Cr
₹151.93 Cr
Alpha – 1 Year
1.95%
−2.16%
Alpha – 3 Years
8.14%
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Information Ratio – 3 Years
0.49
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Volatility – 1 Year
17.28%
15.91%
Volatility – 3 Years
21.44%
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Beta – 1 Year
0.84
0.63
Beta – 3 Years
1.05
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Sharpe Ratio – 1 Year
-0.21
0.35
Sharpe Ratio – 3 Years
0.67
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Worst Rolling Year
20.04%
8.71%
Value at Worst Rolling Year
₹1.20 Cr
₹1.09 Cr
Deepest Drawdown
−26.50%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 27% · M 38% · S 35%
M 16% · S 83%
Number of Stocks
27
38
Portfolio P/E
48.87
62.12
Top 5 Holdings
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
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
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
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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