Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
7.88%
6 Months
3.75%
6.39%
1 Year
−5.76%
0.37%
3 Years
3.98%
11.18%
5 Years
6.05%
—
Since Inception
9.94%
4.21%
Fund Age
7 yrs 9 mo
4 yrs 6 mo
AUM
₹45.09 Cr
₹59.82 Cr
Alpha – 1 Year
−8.74%
−2.61%
Alpha – 3 Years
−7.91%
−0.71%
Information Ratio – 3 Years
-1.11
0.13
Volatility – 1 Year
21.69%
22.91%
Volatility – 3 Years
18.00%
17.96%
Beta – 1 Year
1.21
1.09
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
-0.42
-0.11
Sharpe Ratio – 3 Years
0.01
0.38
Worst Rolling Year
3.08%
3.87%
Value at Worst Rolling Year
₹1.03 Cr
₹1.04 Cr
Deepest Drawdown
−29.01%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 40% · M 26% · S 33%
Number of Stocks
43
35
Portfolio P/E
—
45.30
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%