Alternative Investment Funds (AIF)Compare Schemes
WhiteOak Capital Healthcare Opportunities Fund vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Healthcare Opportunities Fund
YES Wealth Maximiser AIF
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 12.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.98%
1.92%
6 Months
24.80%
6.21%
1 Year
10.37%
5.06%
3 Years
—
—
5 Years
—
—
Since Inception
16.92%
18.57%
Fund Age
14 mo
2 yrs 5 mo
AUM
₹151.93 Cr
—
Alpha – 1 Year
−2.16%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.91%
10.66%
Volatility – 3 Years
—
—
Beta – 1 Year
0.63
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.35
0.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
8.71%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−12.14%
−7.47%
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 46% · M 15% · S 20%
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—