Alternative Investment Funds (AIF)Compare Schemes
WhiteOak Capital Healthcare Opportunities Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Healthcare Opportunities Fund
WHITESPACE FUND 3 - HYBRID PLUS
Return for the risk
1 yr return
5%
10%
15%
20%
Nifty 500 · 12.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.98%
1.88%
6 Months
24.80%
2.95%
1 Year
10.37%
8.33%
3 Years
—
—
5 Years
—
—
Since Inception
16.92%
7.07%
Fund Age
14 mo
2 yrs
AUM
₹151.93 Cr
—
Alpha – 1 Year
−2.16%
4.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.91%
11.52%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.35
-0.82
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
8.71%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−12.14%
−8.22%
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 16% · S 83%
L 50%
Number of Stocks
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%
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%