Alternative Investment Funds (AIF)Compare Schemes
SAMEEKSHA INDIA EQUITY FUND vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
SAMEEKSHA INDIA EQUITY FUND
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.04%
2.98%
6 Months
14.10%
24.80%
1 Year
7.50%
10.37%
3 Years
22.84%
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5 Years
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Since Inception
23.58%
16.92%
Fund Age
4 yrs 5 mo
14 mo
AUM
₹1,282.88 Cr
₹151.93 Cr
Alpha – 1 Year
4.52%
−2.16%
Alpha – 3 Years
10.95%
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Information Ratio – 3 Years
0.98
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Volatility – 1 Year
21.85%
15.91%
Volatility – 3 Years
16.29%
—
Beta – 1 Year
1.19
0.63
Beta – 3 Years
0.92
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Sharpe Ratio – 1 Year
0.18
0.35
Sharpe Ratio – 3 Years
0.98
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Worst Rolling Year
22.35%
8.71%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−17.55%
−12.14%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.61%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 23% · M 12% · S 64%
M 16% · S 83%
Number of Stocks
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38
Portfolio P/E
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62.12
Top 5 Holdings
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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
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Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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