WhiteOak India Business Leaders PMS

Equity

Whiteoak Capital Asset Management Limited

1 Month

-5.76%

6 Months

+9.97%

1 Year

-1.25%

3 Years

+8.52%

5 Years

+6.04%

Since Inception

+9.74%

AUM

₹48 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.83%

Sharpe Ratio

-0.10

Sortino Ratio

-0.09

Max Drawdown

-14.54%

Beta

0.91

Alpha

+1.68%

Information Ratio

0.53

Tracking Error

3.27%

Calmar Ratio

0.38

Up Capture

97.7%

Down Capture

87.4%

Win Rate

60.0%

Best Month

+9.69%

Worst Month

-10.78%