Alternative Investment Funds (AIF)Compare Schemes
WhiteOak Capital Healthcare Opportunities Fund vs Whitespace Fund II - Debt Plus
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Healthcare Opportunities Fund
Whitespace Fund II - Debt Plus
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.98%
0.92%
6 Months
24.80%
4.16%
1 Year
10.37%
8.40%
3 Years
—
12.01%
5 Years
—
11.88%
Since Inception
16.92%
12.99%
Fund Age
14 mo
5 yrs 11 mo
AUM
₹151.93 Cr
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Alpha – 1 Year
−2.16%
2.62%
Alpha – 3 Years
—
5.39%
Information Ratio – 3 Years
—
0.26
Volatility – 1 Year
15.91%
2.67%
Volatility – 3 Years
—
2.47%
Beta – 1 Year
0.63
0.04
Beta – 3 Years
—
0.01
Sharpe Ratio – 1 Year
0.35
1.01
Sharpe Ratio – 3 Years
—
2.44
Worst Rolling Year
8.71%
11.40%
Value at Worst Rolling Year
₹1.09 Cr
₹1.11 Cr
Deepest Drawdown
−12.14%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
8.71%
13.36%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 16% · S 83%
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Number of Stocks
38
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Portfolio P/E
62.12
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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%
AXIS Liquid Fund - Direct (G) · 15.99%
Nippon India Liquid Fund - Direct (G) · 14.07%
HDFC Liquid Fund - Direct (G) · 10.33%
Aditya Birla SL Liquid Fund - Direct (G) · 7.69%
Top Sectors
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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