Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
7.88%
6 Months
−2.22%
6.39%
1 Year
−4.46%
0.37%
3 Years
4.69%
11.18%
5 Years
4.88%
—
Since Inception
9.48%
4.21%
Fund Age
8 yrs 11 mo
4 yrs 6 mo
AUM
₹242.51 Cr
₹59.82 Cr
Alpha – 1 Year
−7.44%
−2.61%
Alpha – 3 Years
−7.19%
−0.71%
Information Ratio – 3 Years
-1.12
0.13
Volatility – 1 Year
16.89%
22.91%
Volatility – 3 Years
18.01%
17.96%
Beta – 1 Year
0.95
1.09
Beta – 3 Years
1.07
1.01
Sharpe Ratio – 1 Year
-0.51
-0.11
Sharpe Ratio – 3 Years
0.04
0.38
Worst Rolling Year
2.18%
3.87%
Value at Worst Rolling Year
₹1.02 Cr
₹1.04 Cr
Deepest Drawdown
−24.10%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 40% · M 26% · S 33%
Number of Stocks
34
35
Portfolio P/E
41.30
45.30
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 · 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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%