Alternative Investment Funds (AIF)Compare Schemes
WhiteOak Capital Healthcare Opportunities Fund vs Winvest AIF
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Healthcare Opportunities Fund
Winvest AIF
Return for the risk
1 yr return
5%
10%
15%
20%
Nifty 500 · 12.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.98%
4.05%
6 Months
24.80%
4.02%
1 Year
10.37%
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3 Years
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5 Years
—
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Since Inception
16.92%
5.03%
Fund Age
14 mo
7 mo
AUM
₹151.93 Cr
₹122.31 Cr
Alpha – 1 Year
−2.16%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
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Volatility – 1 Year
15.91%
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Volatility – 3 Years
—
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Beta – 1 Year
0.63
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.35
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
8.71%
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Value at Worst Rolling Year
₹1.09 Cr
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Deepest Drawdown
−12.14%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
8.71%
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 16% · S 83%
L 40% · M 11% · S 29%
Number of Stocks
38
30
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%
Sona BLW Precision Forgings Ltd · 4.12%
Ather Energy Ltd · 3.96%
Adani Energy Solutions Ltd · 3.90%
Granules India Ltd · 3.85%
Himadri Speciality Chemical Ltd · 3.72%
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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