Alternative Investment Funds (AIF)Compare Schemes
White Oak India Equity Fund VI (WOIEF VI) vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
White Oak India Equity Fund VI (WOIEF VI)
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.87%
2.98%
6 Months
7.84%
24.80%
1 Year
4.83%
10.37%
3 Years
13.27%
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5 Years
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Since Inception
12.87%
16.92%
Fund Age
3 yrs 8 mo
14 mo
AUM
₹640.5 Cr
₹151.93 Cr
Alpha – 1 Year
1.85%
−2.16%
Alpha – 3 Years
1.38%
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Information Ratio – 3 Years
0.33
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Volatility – 1 Year
19.79%
15.91%
Volatility – 3 Years
15.73%
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Beta – 1 Year
1.11
0.63
Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
0.06
0.35
Sharpe Ratio – 3 Years
0.53
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Worst Rolling Year
11.94%
8.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−17.52%
−12.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.45%
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 42% · M 13% · S 44%
M 16% · S 83%
Number of Stocks
182
38
Portfolio P/E
32.80
62.12
Top 5 Holdings
ICICI Bank Ltd · 5.56%
HDFC Bank Ltd · 4.64%
Bharti Airtel Ltd · 4.46%
State Bank of India · 3.14%
Bajaj Finserv Ltd · 2.26%
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 · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
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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