Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
2.98%
6 Months
−6.89%
24.80%
1 Year
−7.76%
10.37%
3 Years
4.56%
—
5 Years
—
—
Since Inception
−0.23%
16.92%
Fund Age
4 yrs 9 mo
14 mo
AUM
₹60.72 Cr
₹151.93 Cr
Alpha – 1 Year
−7.69%
−2.16%
Alpha – 3 Years
−8.90%
—
Information Ratio – 3 Years
-0.99
—
Volatility – 1 Year
16.44%
15.91%
Volatility – 3 Years
15.44%
—
Beta – 1 Year
0.87
0.63
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
-0.74
0.35
Sharpe Ratio – 3 Years
0.01
—
Worst Rolling Year
-1.67%
8.71%
Value at Worst Rolling Year
₹0.98 Cr
₹1.09 Cr
Deepest Drawdown
−22.80%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
91.63%
100.00%
Median Rolling Year
4.61%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 80%
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
—
62.12
Top 5 Holdings
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—