WhiteOak Capital Quality Equity Fund Regular Plan Growth
-
-
-
-
1.23
Benchmark
-
-
-
-
-
Equity: Thematic-Others
4.28
16.82
26.19
13.33
8.81
Yearly Performance (%)
Nav Movement
Fund Managers
Ramesh Mantri,Piyush Baranwal
Investment Objective
The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages
Returns Calculator for
WhiteOak Capital Quality Equity Fund Regular Plan Growth
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
WhiteOak Capital Quality Equity Fund Regular Plan Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
WhiteOak Capital Quality Equity Fund Regular Plan Growth