Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.61%
2.78%
6 Months
4.03%
1.92%
1 Year
4.49%
0.43%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
6.17%
Fund Age
4 yrs
2 yrs 2 mo
AUM
₹303 Cr
₹22.98 Cr
Alpha – 1 Year
4.92%
−2.55%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
16.90%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
0.96
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
-0.22
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−16.17%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
Top 5 Holdings
—
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%