Alternative Investment Funds (AIF)Compare Schemes
NEXUS EQUITY GROWTH FUND SCH 1 vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
NEXUS EQUITY GROWTH FUND SCH 1
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.48%
2.98%
6 Months
19.10%
24.80%
1 Year
17.77%
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
28.53%
16.92%
Fund Age
19 mo
14 mo
AUM
₹332.12 Cr
₹151.93 Cr
Alpha – 1 Year
13.25%
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.73%
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−13.24%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 61%
M 16% · S 83%
Number of Stocks
50
38
Portfolio P/E
28.50
62.12
Top 5 Holdings
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
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
Fast Moving Consumer Goods · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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