Alternative Investment Funds (AIF)Compare Schemes
Vedartha Equity Opportunities Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Vedartha Equity Opportunities Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.10%
2.98%
6 Months
—
24.80%
1 Year
2.64%
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
4.39%
16.92%
Fund Age
15 mo
14 mo
AUM
₹449 Cr
₹151.93 Cr
Alpha – 1 Year
—
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−12.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 55% · M 5% · S 32%
M 16% · S 83%
Number of Stocks
25
38
Portfolio P/E
16.00
62.12
Top 5 Holdings
InterGlobe Aviation Limited · 9.53%
Larsen & Toubro Limited · 8.72%
HDFC Bank Limited · 8.71%
Infosys Limited · 7.74%
Wipro Limited · 6.88%
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 · 21.85%
Information Technology · 19.91%
Consumer Discretionary · 14.42%
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—