Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
3.42%
6 Months
−1.55%
2.89%
1 Year
2.26%
2.59%
3 Years
3.37%
10.39%
5 Years
4.66%
8.86%
Since Inception
9.07%
11.13%
Fund Age
6 yrs 8 mo
5 yrs 6 mo
AUM
₹55.15 Cr
₹63.54 Cr
Alpha – 1 Year
−0.72%
−0.39%
Alpha – 3 Years
−8.51%
−1.50%
Information Ratio – 3 Years
-1.16
-0.34
Volatility – 1 Year
17.30%
16.68%
Volatility – 3 Years
16.20%
13.79%
Beta – 1 Year
0.96
0.95
Beta – 3 Years
0.96
0.88
Sharpe Ratio – 1 Year
-0.10
-0.09
Sharpe Ratio – 3 Years
-0.05
0.40
Worst Rolling Year
0.65%
6.98%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−23.57%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 69% · M 25% · S 5%
Number of Stocks
26
40
Portfolio P/E
31.94
30.67
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%