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Bharat Value Fund series VI vs White Oak Capital Equity Fund

Bharat Value Fund series VI

White Oak Capital Equity Fund

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Growth of ₹1 Crore

Bharat Value Fund series VI

White Oak Capital Equity Fund

Return for the risk

1 yr return

10%

15%

20%

White Oak Capital Equity Fund

13.8% • vol 19.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

3.22%

6 Months

—

21.79%

1 Year

—

13.76%

3 Years

—

5 Years

—

Since Inception

—

14.87%

Fund Age

—

17 mo

AUM

—

₹300.61 Cr

Alpha – 1 Year

—

10.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

19.93%

Volatility – 3 Years

—

Beta – 1 Year

—

1.03

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.47

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−12.96%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 8% · S 88%

Number of Stocks

—

Portfolio P/E

—

34.73

Top 5 Holdings

—

Onemi Technology Solutions Ltd · 2.85%

Five-Star Business Finance Ltd · 2.44%

Sedemac Mechatronics Ltd · 2.42%

Shaily Engineering Plastics Ltd · 2.35%

Wheels India Ltd · 2.22%

Top Sectors

—

Financial Services · 23.88%

Healthcare · 18.04%

Capital Goods · 14.12%

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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