FindPMS IndiaWhite Oak India Equity Portfolio Approach
Equity
1 Month
-0.73%
6 Months
+8.98%
1 Year
+31.36%
3 Years
+14.23%
5 Years
+18.41%
Since Inception
+15.59%
AUM
₹5 Cr
Risk & Performance (vs NIFTY 500)
Volatility
9.95%
Sharpe Ratio
2.45
Sortino Ratio
4.71
Max Drawdown
-1.84%
Beta
0.78
Alpha
-0.69%
Information Ratio
-0.99
Tracking Error
6.02%
Calmar Ratio
17.05
Up Capture
76.1%
Down Capture
16.3%
Win Rate
75.0%
Best Month
+6.39%
Worst Month
-1.84%