WhiteOak Capital Research Select Equity Portfolio Approach

Equity

Whiteoak Capital Asset Management Limited

1 Month

-5.65%

6 Months

+8.94%

1 Year

-3.61%

3 Years

+0.00%

5 Years

-

Since Inception

+3.35%

AUM

₹21 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.73%

Sharpe Ratio

-0.22

Sortino Ratio

-0.20

Max Drawdown

-15.71%

Beta

0.97

Alpha

+1.33%

Information Ratio

0.59

Tracking Error

2.35%

Calmar Ratio

0.23

Up Capture

101.1%

Down Capture

93.8%

Win Rate

55.2%

Best Month

+9.64%

Worst Month

-11.00%