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P G IM India Equity Growth Opportunities Fund - Series I vs White Oak Capital Equity Fund

P G IM India Equity Growth Opportunities Fund - Series I

White Oak Capital Equity Fund

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Growth of ₹1 Crore

P G IM India Equity Growth Opportunities Fund - Series I

White Oak Capital Equity Fund

Return for the risk

1 yr return

-10%

-5%

10%

15%

20%

NIFTY 500 Index · 3.4%

P G IM India Equity Growth Opportunities Fund - Series I

-3.8% • vol 16.2%

White Oak Capital Equity Fund

13.8% • vol 19.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.34%

3.22%

6 Months

6.31%

21.79%

1 Year

−3.79%

13.76%

3 Years

—

5 Years

—

Since Inception

7.78%

14.87%

Fund Age

2 yrs

17 mo

AUM

—

₹300.61 Cr

Alpha – 1 Year

−7.16%

10.78%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

16.23%

19.93%

Volatility – 3 Years

—

Beta – 1 Year

0.83

1.03

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.45

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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