Alternative Investment Funds (AIF)Compare Schemes
SageOne - Flagship Growth OE Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
SageOne - Flagship Growth OE Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.30%
2.98%
6 Months
10.30%
24.80%
1 Year
15.90%
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
7.00%
16.92%
Fund Age
1 yr 10 mo
14 mo
AUM
₹1,732 Cr
₹151.93 Cr
Alpha – 1 Year
12.90%
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.29%
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.56
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−11.45%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 6% · S 76%
M 16% · S 83%
Number of Stocks
51
38
Portfolio P/E
47.40
62.12
Top 5 Holdings
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
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
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
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)
3% / 2% / 1%
—