Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.69%
2.78%
6 Months
5.44%
1.92%
1 Year
8.55%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
13.60%
6.17%
Fund Age
2 yrs 9 mo
2 yrs 2 mo
AUM
₹1.41 Cr
₹22.98 Cr
Alpha – 1 Year
3.83%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.87%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
14
41
Portfolio P/E
—
31.26
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%