Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Hedged Equity Multifactor Strategy vs WhiteOak Capital Healthcare Opportunities Fund
Motilal Oswal Hedged Equity Multifactor Strategy
WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Hedged Equity Multifactor Strategy
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
−0.26%
2.98%
6 Months
0.82%
24.80%
1 Year
0.28%
10.37%
3 Years
12.21%
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5 Years
—
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Since Inception
10.16%
16.92%
Fund Age
4 yrs 5 mo
14 mo
AUM
—
₹151.93 Cr
Alpha – 1 Year
−2.70%
−2.16%
Alpha – 3 Years
0.33%
—
Information Ratio – 3 Years
-0.01
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Volatility – 1 Year
7.33%
15.91%
Volatility – 3 Years
16.70%
—
Beta – 1 Year
0.35
0.63
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
-0.67
0.35
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
12.21%
8.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−26.78%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.77%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 27% · S 24%
M 16% · S 83%
Number of Stocks
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38
Portfolio P/E
—
62.12
Top 5 Holdings
Ajanta Pharma Ltd · 4.20%
Cummins India Ltd · 4.10%
Eicher Motors Ltd · 3.90%
Marico Ltd · 3.90%
Torrent Pharmaceuticals Ltd · 3.90%
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
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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