AIF · Equity · CAT III - LONG ONLY
White Oak - India Select Equity Fund
Fund size₹863 Cr
Alpha (3Y)−1.22%
3Y return11.78%
Fund age4 yrs 10 mo
Fund Manager
Growth of₹Cr
White Oak India Select Equity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| White Oak India Select Equity | — | 14.29% | 24.15% | 11.78% | — | 23.64% |
| Nifty 500 | −9.50% | 5.96% | 21.85% | 13.74% | — | 25.46% |
| Excess over benchmark | — | 8.33% | 2.30% | −1.96% | — | −1.82% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2025.
Risk : What you take on to earn the return
Volatility
15.03%
Benchmark approx 14.43%
A standard deviation reflecting historical swings.
Sensitivity
0.92
Beta vs benchmark 1.00 · 8% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.34
Sharpe
Excess return gained per unit of volatility.
Capture ratio
90 / 92
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Portfolio Details : Where the money actually sits
Stocks
129
P/E ratio
36.61
Dividend yield
0.16%
Avg market cap
₹2.61 L Cr
Median market cap
₹18,670 Cr
Asset class
Equity
Market cap
Large cap45.52%
Mid cap9.62%
Small cap41.51%
Cash & others3.35%
As on 31 Mar 2025
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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