Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs WhiteOak Capital Healthcare Opportunities Fund
Quest Investment Managers – Smart Alpha Sector Rotation
WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
2.98%
6 Months
6.35%
24.80%
1 Year
−4.77%
10.37%
3 Years
10.09%
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5 Years
—
—
Since Inception
11.81%
16.92%
Fund Age
4 yrs 3 mo
14 mo
AUM
—
₹151.93 Cr
Alpha – 1 Year
−9.17%
−2.16%
Alpha – 3 Years
−1.38%
—
Information Ratio – 3 Years
-0.09
—
Volatility – 1 Year
20.07%
15.91%
Volatility – 3 Years
18.70%
—
Beta – 1 Year
1.09
0.63
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.41
0.35
Sharpe Ratio – 3 Years
0.34
—
Worst Rolling Year
8.04%
8.71%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−28.14%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 25% · S 28%
M 16% · S 83%
Number of Stocks
23
38
Portfolio P/E
—
62.12
Top 5 Holdings
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
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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