Alternative Investment Funds (AIF)Compare Schemes
Steptrade Revolution Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Steptrade Revolution Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 5.2%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.11%
2.98%
6 Months
12.07%
24.80%
1 Year
−10.50%
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
10.88%
16.92%
Fund Age
2 yrs 2 mo
14 mo
AUM
₹167 Cr
₹151.93 Cr
Alpha – 1 Year
−15.69%
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.34%
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
1.61
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.25
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−31.60%
−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
M 1% · S 57%
M 16% · S 83%
Number of Stocks
80
38
Portfolio P/E
22.59
62.12
Top 5 Holdings
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
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
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—