Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
ASK-EOP
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
3.42%
6 Months
−2.22%
2.89%
1 Year
−4.46%
2.59%
3 Years
4.69%
10.39%
5 Years
4.88%
8.86%
Since Inception
9.48%
11.13%
Fund Age
8 yrs 11 mo
5 yrs 6 mo
AUM
₹242.51 Cr
₹63.54 Cr
Alpha – 1 Year
−7.44%
−0.39%
Alpha – 3 Years
−7.19%
−1.50%
Information Ratio – 3 Years
-1.12
-0.34
Volatility – 1 Year
16.89%
16.68%
Volatility – 3 Years
18.01%
13.79%
Beta – 1 Year
0.95
0.95
Beta – 3 Years
1.07
0.88
Sharpe Ratio – 1 Year
-0.51
-0.09
Sharpe Ratio – 3 Years
0.04
0.40
Worst Rolling Year
2.18%
6.98%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.10%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 69% · M 25% · S 5%
Number of Stocks
34
40
Portfolio P/E
41.30
30.67
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%