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GSC Smart Treasury Strategy vs WhiteOak Capital Digital Leaders

GSC Smart Treasury Strategy

WhiteOak Capital Digital Leaders

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Growth of ₹1 Crore

GSC Smart Treasury Strategy

WhiteOak Capital Digital Leaders

Return for the risk

3 yrs return

10%

15%

WhiteOak Capital Digital Leaders

11.2% • vol 18%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

3.06%

7.88%

6 Months

—

6.39%

1 Year

—

0.37%

3 Years

—

11.18%

5 Years

—

Since Inception

10.84%

4.21%

Fund Age

5 mo

4 yrs 6 mo

AUM

₹2.89 Cr

₹59.82 Cr

Alpha – 1 Year

—

−2.61%

Alpha – 3 Years

—

−0.71%

Information Ratio – 3 Years

—

0.13

Volatility – 1 Year

—

22.91%

Volatility – 3 Years

—

17.96%

Beta – 1 Year

—

1.09

Beta – 3 Years

—

1.01

Sharpe Ratio – 1 Year

—

-0.11

Sharpe Ratio – 3 Years

—

0.38

Worst Rolling Year

—

3.87%

Value at Worst Rolling Year

—

₹1.04 Cr

Deepest Drawdown

—

−25.26%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

12.37%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 40% · M 26% · S 33%

Number of Stocks

—

Portfolio P/E

—

45.30

Top 5 Holdings

—

ICICI Bank Ltd · 10.20%

Bharti Airtel Ltd · 9.37%

Computer Age Management Services Ltd · 7.35%

HDFC Bank Ltd · 6.86%

Eternal Ltd · 5.79%

Top Sectors

—

Financial Services · 39.01%

Consumer Services · 17.64%

Information Technology · 12.45%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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