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White Oak Capital Equity Fund vs White Whale Secondaries Fund

White Oak Capital Equity Fund

White Whale Secondaries Fund

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Growth of ₹1 Crore

White Oak Capital Equity Fund

White Whale Secondaries Fund

Return for the risk

1 yr return

-5%

10%

15%

20%

Nifty 500 · 3%

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

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Median Rolling Year

—

5-Year Rolling Windows Positive

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Market-Cap Mix

M 8% · S 88%

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Number of Stocks

—

Portfolio P/E

34.73

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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%

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Top Sectors

Financial Services · 23.88%

Healthcare · 18.04%

Capital Goods · 14.12%

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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