Alternative Investment Funds (AIF)Compare Schemes
Shepherds Hill Private Investment Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Shepherds Hill Private Investment Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.53%
2.98%
6 Months
1.93%
24.80%
1 Year
2.26%
10.37%
3 Years
21.22%
—
5 Years
19.84%
—
Since Inception
18.74%
16.92%
Fund Age
7 yrs 3 mo
14 mo
AUM
₹172.22 Cr
₹151.93 Cr
Alpha – 1 Year
0.31%
−2.16%
Alpha – 3 Years
10.56%
—
Information Ratio – 3 Years
0.56
—
Volatility – 1 Year
7.84%
15.91%
Volatility – 3 Years
11.45%
—
Beta – 1 Year
0.37
0.63
Beta – 3 Years
0.42
—
Sharpe Ratio – 1 Year
-0.71
0.35
Sharpe Ratio – 3 Years
1.28
—
Worst Rolling Year
12.75%
8.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−6.25%
−12.14%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.56%
8.71%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 10% · M 4% · S 53%
M 16% · S 83%
Number of Stocks
16
38
Portfolio P/E
—
62.12
Top 5 Holdings
—
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
—
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Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
10% / 8% / 6%
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