Alternative Investment Funds (AIF)Compare Schemes
Pi Square India Emerging Business Investment Fund vs WhiteOak Capital Healthcare Opportunities Fund
Pi Square India Emerging Business Investment Fund
WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Pi Square India Emerging Business Investment Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
5%
10%
15%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.18%
2.98%
6 Months
17.75%
24.80%
1 Year
—
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
14.73%
16.92%
Fund Age
9 mo
14 mo
AUM
₹43.9 Cr
₹151.93 Cr
Alpha – 1 Year
—
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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 31% · M 13% · S 46%
M 16% · S 83%
Number of Stocks
21
38
Portfolio P/E
32.80
62.12
Top 5 Holdings
R R Kabel Ltd · 6.98%
Axis Bank Ltd · 6.24%
Narayana Hrudayalaya Ltd · 6.06%
Bajaj Finserv Ltd · 5.64%
Cyient DLM Ltd · 4.53%
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
—
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—