Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.80%
2.98%
6 Months
11.80%
24.80%
1 Year
3.20%
10.37%
3 Years
16.54%
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5 Years
17.70%
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Since Inception
17.90%
16.92%
Fund Age
5 yrs
14 mo
AUM
₹1.34 Cr
₹151.93 Cr
Alpha – 1 Year
0.82%
−2.16%
Alpha – 3 Years
5.33%
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Information Ratio – 3 Years
0.43
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Volatility – 1 Year
25.70%
15.91%
Volatility – 3 Years
20.57%
—
Beta – 1 Year
1.33
0.63
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.02
0.35
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
16.54%
8.71%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−21.68%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.55%
8.71%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 9% · S 70%
M 16% · S 83%
Number of Stocks
75
38
Portfolio P/E
28.69
62.12
Top 5 Holdings
Cash & Cash Equivalent · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
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
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
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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