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White Oak India Equity Fund VI (WOIEF VI) vs White Whale Secondaries Fund

White Oak India Equity Fund VI (WOIEF VI)

White Whale Secondaries Fund

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Growth of ₹1 Crore

White Oak India Equity Fund VI (WOIEF VI)

White Whale Secondaries Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 11.9%

White Oak India Equity Fund VI (WOIEF VI)

13.3% • vol 15.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

2.87%

—

6 Months

7.84%

—

1 Year

4.83%

—

3 Years

13.27%

—

5 Years

—

Since Inception

12.87%

—

Fund Age

3 yrs 8 mo

—

AUM

₹640.5 Cr

—

Alpha – 1 Year

1.85%

—

Alpha – 3 Years

1.38%

—

Information Ratio – 3 Years

0.33

—

Volatility – 1 Year

19.79%

—

Volatility – 3 Years

15.73%

—

Beta – 1 Year

1.11

—

Beta – 3 Years

0.97

—

Sharpe Ratio – 1 Year

0.06

—

Sharpe Ratio – 3 Years

0.53

—

Worst Rolling Year

11.94%

—

Value at Worst Rolling Year

₹1.12 Cr

—

Deepest Drawdown

−17.52%

—

Recovery Period

122 days

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

15.45%

—

5-Year Rolling Windows Positive

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Market-Cap Mix

L 42% · M 13% · S 44%

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Number of Stocks

182

—

Portfolio P/E

32.80

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Top 5 Holdings

ICICI Bank Ltd · 5.56%

HDFC Bank Ltd · 4.64%

Bharti Airtel Ltd · 4.46%

State Bank of India · 3.14%

Bajaj Finserv Ltd · 2.26%

—

Top Sectors

Financial Services · 29.41%

Healthcare · 12.62%

Capital Goods · 10.64%

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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