Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES FUND
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.41%
2.98%
6 Months
3.27%
24.80%
1 Year
7.91%
10.37%
3 Years
15.60%
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5 Years
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Since Inception
18.19%
16.92%
Fund Age
4 yrs 2 mo
14 mo
AUM
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₹151.93 Cr
Alpha – 1 Year
8.34%
−2.16%
Alpha – 3 Years
7.04%
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Information Ratio – 3 Years
1.15
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Volatility – 1 Year
17.57%
15.91%
Volatility – 3 Years
14.47%
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Beta – 1 Year
1.08
0.63
Beta – 3 Years
0.98
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Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.70
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Worst Rolling Year
14.68%
8.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−18.89%
−12.14%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.64%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 82% · M 6% · S 8%
M 16% · S 83%
Number of Stocks
34
38
Portfolio P/E
28.34
62.12
Top 5 Holdings
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
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
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
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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