Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
ASK-DRP
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
7.88%
6 Months
−1.27%
6.39%
1 Year
2.67%
0.37%
3 Years
6.64%
11.18%
5 Years
7.83%
—
Since Inception
10.74%
4.21%
Fund Age
8 yrs 1 mo
4 yrs 6 mo
AUM
₹495.64 Cr
₹59.82 Cr
Alpha – 1 Year
−0.31%
−2.61%
Alpha – 3 Years
−5.24%
−0.71%
Information Ratio – 3 Years
-0.72
0.13
Volatility – 1 Year
17.10%
22.91%
Volatility – 3 Years
16.45%
17.96%
Beta – 1 Year
0.95
1.09
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.08
-0.11
Sharpe Ratio – 3 Years
0.14
0.38
Worst Rolling Year
6.09%
3.87%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−22.30%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 40% · M 26% · S 33%
Number of Stocks
26
35
Portfolio P/E
31.96
45.30
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%