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Dezerv Corporate Surplus Management Strategy vs WhiteOak Capital Research Select Equity

Dezerv Corporate Surplus Management Strategy

WhiteOak Capital Research Select Equity

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Growth of ₹1 Crore

Dezerv Corporate Surplus Management Strategy

WhiteOak Capital Research Select Equity

Return for the risk

1 yr return

-5%

10%

Nifty 500 · 5.2%

WhiteOak Capital Research Select Equity

0.4% • vol 16.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.64%

2.78%

6 Months

3.85%

1.92%

1 Year

7.82%

0.43%

3 Years

—

5 Years

—

Since Inception

8.18%

6.17%

Fund Age

1 yr 11 mo

2 yrs 2 mo

AUM

₹268.89 Cr

₹22.98 Cr

Alpha – 1 Year

2.62%

−2.55%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

16.90%

Volatility – 3 Years

—

Beta – 1 Year

—

0.96

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.22

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−16.17%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 61% · M 14% · S 21%

Number of Stocks

—

Portfolio P/E

—

31.26

Top 5 Holdings

—

ICICI Bank Ltd · 9.83%

HDFC Bank Ltd · 7.49%

State Bank of India · 4.69%

Bharti Airtel Ltd · 4.63%

Torrent Pharmaceuticals Ltd · 3.98%

Top Sectors

—

Financial Services · 33.20%

Healthcare · 9.93%

Capital Goods · 8.37%

Fixed Fee

1.00% / yr

2.50% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

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