Alternative Investment Funds (AIF)Compare Schemes
WhiteOak Capital Healthcare Opportunities Fund vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Healthcare Opportunities Fund
Whitespace Fund I - Equity Plus
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.98%
2.59%
6 Months
24.80%
−3.10%
1 Year
10.37%
1.58%
3 Years
—
13.01%
5 Years
—
16.79%
Since Inception
16.92%
21.43%
Fund Age
14 mo
6 yrs 9 mo
AUM
₹151.93 Cr
—
Alpha – 1 Year
−2.16%
3.13%
Alpha – 3 Years
—
5.74%
Information Ratio – 3 Years
—
2.06
Volatility – 1 Year
15.91%
16.73%
Volatility – 3 Years
—
14.09%
Beta – 1 Year
0.63
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.35
-0.15
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
8.71%
13.01%
Value at Worst Rolling Year
₹1.09 Cr
₹1.13 Cr
Deepest Drawdown
−12.14%
−15.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.71%
26.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 16% · S 83%
L 100%
Number of Stocks
38
50
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 · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
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)
—
—