FindPMS IndiaWhite Oak India Equity Portfolio Approach
Equity
1 Month
-6.14%
6 Months
+16.20%
1 Year
+6.20%
3 Years
+12.71%
5 Years
+9.29%
Since Inception
+14.32%
AUM
₹3 Cr
Risk & Performance (vs NIFTY 500)
Volatility
15.57%
Sharpe Ratio
0.29
Sortino Ratio
0.28
Max Drawdown
-15.66%
Beta
0.92
Alpha
+7.76%
Information Ratio
1.45
Tracking Error
5.17%
Calmar Ratio
0.74
Up Capture
107.9%
Down Capture
68.6%
Win Rate
60.0%
Best Month
+9.88%
Worst Month
-10.34%