Alternative Investment Funds (AIF)Compare Schemes
Pegasus Growth Fund I vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Pegasus Growth Fund I
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 500 Index · 4.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.20%
2.98%
6 Months
25.16%
24.80%
1 Year
30.92%
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
13.82%
16.92%
Fund Age
2 yrs 7 mo
14 mo
AUM
₹67 Cr
₹151.93 Cr
Alpha – 1 Year
26.47%
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
2.58%
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
15.14
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−12.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 11% · M 33% · S 48%
M 16% · S 83%
Number of Stocks
26
38
Portfolio P/E
24.10
62.12
Top 5 Holdings
Welspun Corp Ltd · 6.44%
Engineers India Ltd · 6.23%
Shivalik Bimetal Controls Ltd · 5.75%
Ion Exchange (India) Ltd · 5.01%
Himadri Speciality Chemical Ltd · 4.96%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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